Purchase Requisition & Ap
Internal purchase requisitions with an amount/category approval matrix and PO conversion
Internal purchase requests over email have no audit trail and no spending controls. This module lets staff raise an internal Purchase Requisition that routes through a configurable approval matrix based on total amount and product category, and once fully approved converts straight into purchase orders grouped by vendor — with budget checks along the way.
Key Features
Requisition Document
Lines with product, quantity, estimated price, category and preferred vendor, with a live computed total and requester/department capture.
Approval Matrix
Ordered rules map an amount band — and optional category or department — to a required approver group, building a multi-step approval chain per requisition.
State Machine
Draft → To Approve → Approved → Purchased, with Refused and Cancelled, and per-step approval lines recording who approved when.
Approve or Refuse
Each approver can approve or refuse; a refusal sets the requisition to Refused with a logged reason keeping the trail complete (a manager can then reset it to draft for resubmission).
PO Conversion
One click converts an approved requisition into purchase orders grouped per vendor, each traceable back to the originating requisition.
Budgets & Dashboards
Optional budgets per department and category with warn-or-block enforcement, plus my-pending-approvals and an Analytics menu with graph and pivot views grouping requisitions by status and category.
Controls Without Enterprise
Native requisition handling is thin or Enterprise-only. This adds a full amount/category approval matrix and PO conversion in Community.
Audit & Budget Discipline
Every approval step is recorded and optional budgets enforce spending limits, giving finance genuine pre-purchase control and a clean audit trail.
Screenshots
Approval Matrix
Purchase Requisitions
Budgets
Why Choose This Module
Procurement and finance teams, department managers and any organisation that needs structured, multi-level approval of internal purchase requests before orders are placed.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: purchase, hr
- Support: support@pokutsoft.com
Update date: 2026-07-02