Approval request types

Admin

Every approval starts as a request of one type. A policy covers one type, in one currency, for the office it's scoped to (see Approvals). The amount is what a policy's Amount Min and Amount Max are compared with, so a policy can add a step above a threshold.

Request type	Raised by	Amount means	When the office has no policy
Project	Programs & Projects: project approval	The project's budget	Can't be submitted: No active approval policy matches this request.
Grant	Grants: Go / No-Go, proposal sign-off, award acceptance, amendments. Subawards: subaward approval	The amount in the donor's currency	Can't be submitted: No active approval policy matches this request.
Budget	Budget: budgets, transfers, revisions, exceptions	The budget or change amount	Can't be submitted: No active approval policy matches this request.
Purchase Request	Procurement: requisitions, procurement plans, tenders, award recommendations	The estimated value	Can't be submitted: No active approval policy matches this request.
Journal Voucher	Finance: journal vouchers on journals that hold vouchers for review	The voucher total	A Journal Voucher Authorizer authorizes it.
Document	Documents: document types that need review (e.g. organisational policies), disposal batches	None	Disposal batches go to a second Documents Manager; review documents can't be submitted.
Employment Contract	Employees: employment contracts	The monthly wage	An HR Manager approves it on the form.
Staff Requisition	Recruitment: staff requisitions	The projected cost	An HR Manager approves it on the form.
Job Offer	Recruitment: job offers	The monthly wage	Three sign-offs on the form: HR, the budget holder, then finance.
Leave	Leave: time off requests	The number of days	Odoo's own Time Off approval applies.
Payroll	Payroll: payroll runs	The total employment cost	A Payroll Manager approves it on the form.
Travel	Travel: travel advances	The advance requested	Can't be submitted: No active approval policy matches this request.
Travel Settlement	Travel: settlements of advances and expense claims	The actual expenses	Falls back to the Travel policy; with neither, it can't be submitted.
Expense	Travel: expense claims (tried before Travel Settlement)	The amount claimed	Falls back to Travel Settlement, then Travel.
Field Event	Events: event plans	The event budget	Can't be submitted: No active approval policy matches this request.
Payment	Events: participant payout batches	The batch total	Can't be submitted: No active approval policy matches this request.
Vehicle Request	Fleet: vehicle requests	The estimated mileage cost	A fleet officer confirms the booking.