Sale Unit Price Approval
| Technical name | dh_sale_order_price_approval |
| License | LGPL-3 |
| Website | https://apps.datahatsolutions.com/apps/app/18.0/dh_sale_order_price_approval |
| Read description for | v 16.0 v 17.0 |
Description
This module adds a unit price approval workflow in the Sales module. Users are restricted from directly changing the unit price on sale order lines. Instead, they must request a price change. The responsible manager can then approve or reject the request. Once approved, the requested price can be applied by the user. This ensures proper control over pricing and prevents unauthorized price changes by sales staff.
Key Highlights
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Approver Assignment:Assign a specific user or user group as the approver who has the authority to approve unit prices.
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Approval Button for Approvers Only: Display the “Approve” button only to authorized approvers based on access rights and status of the sale order.
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Approval Status Tracking: Track the approval status on the sale order Line (e.g., Draft, Approved, Apply,Cancel).
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Block Order Confirmation Until Approval: Prevent confirmation of sale orders with unapproved unit prices.
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Audit Trail: Maintain a log of approvals with timestamp and approver information for transparency and auditing.
Screenshots
In the Sale Order Line, the Unit Price column is read-only, so users are not allowed to modify the price directly.
If a user wants to change the price, they need to go to Action → Unit Price Approval.
After that, a wizard will open where the user can select the responsible manager and choose the products for which they want to request a price change.
When the user clicks on Send Mail the responsible manager will receive an email requesting approval.
The manager can open the specific Sale Order directly from the email by clicking on View Quotation. Additionally, the manager can access the order from the Pending Order Approval menu.
The manager will see Approve and Cancel buttons in the Sale Order Line, allowing them to approve or reject the price change request.
Once the manager approves the price request, the user will receive an email notification confirming the approval.
If the manager rejects the price request, the user will receive an email notification informing them that the request has been cancelled.
After that, the user will see an Apply button. Upon clicking it, the unit price of the specified product in the Sale Order Line will be updated accordingly.
After the user submits a price change request, they will be unable to confirm the Sale Order until the request is either approved or cancelled.
Video
Support
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