odoo-addon-hr-expense-tier-validation 18.0.1.1.0.2

Expense Tier Validation

Expense Tier Validation

This module extends the functionality of Expense Reports to support a tier validation process.

Table of contents

• Configuration

• Usage

• Bug Tracker

• Credits

  • Authors

  • Contributors

  • Maintainers

Configuration

To configure tier validation for HR expenses:

1. Go to Settings > Technical > Tier Validations > Tier Definition

2. Set the model to Expense Report (hr.expense.sheet).

3. Create the desired approval tiers with the appropriate conditions.

To define exception fields that can still be edited while the expense is under or after tier validation:

1. Go to Settings > Technical > Tier Validations > Tier Validation Exceptions

2. Create a new exception for model Expense Report (hr.expense.sheet) or Expense (hr.expense):

   • Under Validation — fields allowed to be modified while the expense sheet is in Submitted state and awaiting tier approval. Set Allowed to Write Under Validation.

   • After Validation — fields allowed to be modified after the expense sheet is fully approved (Approved, Posted, Done). Set Allowed to Write After Validation.

3. Optionally restrict the exception to specific user groups.

4. Add the field(s) you want to allow editing.

Usage

To use this module, you need to:

1. Create a Expense Report triggering at least one “Tier Definition”.

2. Click on Request Validation button.

3. Under the tab Reviews have a look to pending reviews and their statuses.

4. Once all reviews are validated click on Approve.

Additional features:

• You can filter the Expense Reports requesting your review through the filter Needs my Review.

• User with rights to confirm the Expense Report (validate all tiers that would be generated) can directly do the operation, this is, there is no need for her/him to request a validation.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

• Ecosoft

Contributors

• Pimolnat Suntian <[e-mail]>

• Saran Lim. <[e-mail]>

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

This module is part of the OCA/hr-expense project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.