Purchase Request Pro

Purchase Request Pro adds a complete procurement request workflow to Dolibarr, designed for teams that need structured approval before committing to a purchase. Employees raise a purchase request, it goes through a configurable approval chain of 1 to 5 levels, and once fully approved it converts to a Supplier Proposal or a Purchase Order.

Approval Workflow

• Configurable 1 to 5 sequential approval levels, in two modes
• Classic mode (default): one approver or one user group per level, with optional budget escalation thresholds. A request above a level's amount skips that level and the levels below it
• NEW Advanced mode: 1 to 10 named approvers per level. Everyone at a level must approve, approvers at the same level act in parallel, and one rejection rejects the request
• NEW Amount ranges (Advanced mode): each level has a From/To amount (total before VAT); a request only goes through the levels whose range it falls in
• Approve, reject or request revision with a comment. A revision returns the request to the requester, who fixes and resubmits it
• Each request keeps the mode and approval chain it was submitted with; setup changes affect new submissions only
• NEW Submission is blocked when an applicable level has a disabled or deleted approver, an empty group, or nobody configured

Purchase Request Management

• Draft creation with PROV reference; real sequential reference assigned on first submission
• Configurable numbering models: Standard sequential (PR2603-00001) and Custom mask-based
• Line items with description, quantity, unit, unit price, VAT, discount, vendor SKU and optional product link
• Clone existing requests to duplicate structure and line items
• List with filters (status, requester, project, department, dates) and a "to approve" view for approvers
• Delete guard preventing sequence gaps

Conversion to Procurement Documents

• Convert to Supplier Proposal, several times from the same approved request, with a different supplier each time
• Convert to Purchase Order, once per request
• Supplier chosen at conversion time, enabling competitive quoting
• Full line item transfer including description, quantity, price, tax, discount and vendor SKU

PDF Generation

• Internal PDF: company header and logo, lines, approval chain and audit log. Signature blocks per level in Classic mode, a compact table with one row per approver in Advanced mode
• External PDF (Request for Quotation): same layout without internal approval details, suitable for suppliers
• Status-based watermarks: DRAFT and PENDING APPROVAL
• Auto-generated on record creation, with PDF preview

Status Workflow

• Full lifecycle: Draft, Under Review, Approved, Rejected, Revised, Converted to Supplier Proposal / Purchase Order, Closed, Cancelled
• Close and Reopen with admin permission
• Cancel blocked once a procurement document has been created from the request
• Admin reset of an approved request to Draft for a full re-approval

Tracking and Reporting

• Audit log of every action, also recorded as agenda events
• Pending approvals badge in the top menu
• Statistics page: requests by status and value, average approval time per level, stuck requests, pending requests per approver, monthly trend

Setup and Configuration

• Approval mode choice (Classic / Advanced) at the top of General Settings
• Approval chain setup with guidance: suggested ranges and warnings for missing or inactive approvers
• Document models: enable/disable Internal and External PDF templates
• Numbering models: Standard sequential or Custom mask
• Free text PDF footer for legal notices or terms

Native Dolibarr Integration

• Contacts, documents, notes and linked objects tabs work natively
• Integrates with Dolibarr projects, tags/categories, incoterms and user groups
• Eight permissions in Dolibarr's native rights system: read, read all, create, approve, convert, cancel, delete, admin
• Works from htdocs/custom or any other custom directory

Who it's for

Companies of any size that want purchases approved internally before a supplier proposal or purchase order is issued: procurement teams, finance controllers, and managers who need a clear, auditable approval trail.

Upgrading from 1.0.0: upload the new zip over the previous version. New tables and columns are created automatically; no manual SQL and no deactivate/reactivate needed.

What's new in 1.1.0 (EN)

• New Approval mode setting: Classic (default, works as in 1.0.0) or Advanced
• Advanced mode: 1 to 10 named approvers per level, approving in parallel; everyone must approve and one rejection rejects the request
• Amount ranges per level (Advanced mode): a request only goes through the levels whose From/To range contains its total before VAT; other levels are shown as bypassed
• Setup screen suggests the next level's range and refuses gaps that would leave an amount with no approver
• Each request keeps the mode and approval chain it was submitted with
• Safe concurrent approvals: two approvers acting at the same moment can no longer stall or double-advance a level
• Request card shows "X of N approved" per level; internal PDF shows a per-approver approval table with the header repeated on every page
• Requests can no longer be submitted when an applicable level has a disabled or deleted approver, an empty group, or no approver; the message names the level
• Security: lines can only be changed while a request is Draft or Revised, and only by the requester or a module administrator; deleting a line requires the create permission and a valid security token
• Fix: purchase requests created via API or script are usable immediately
• Fix: PHP warnings removed on the requests list and request card for users without Approve or Create permission
• Cleaner links to requesters, projects, supplier proposals and purchase orders using Dolibarr's native links and icons
• Completed English and French translations
• Works from any custom directory; GPL v3 license included
• Easy upgrade: upload over 1.0.0, no manual SQL needed

Description courte (FR)

Workflow de demandes d'achat et d'approbation multi-niveaux pour Dolibarr. Créez, approuvez et convertissez vos demandes d'achat en propositions fournisseurs ou commandes fournisseurs via un circuit d'approbation configurable, désormais avec un mode Avancé pour des approbateurs nommés en parallèle et des tranches de montant.

Nouveautés de la version 1.1.0 (FR)

• Nouveau paramètre Mode d'approbation : Classique (par défaut, identique à la 1.0.0) ou Avancé
• Mode Avancé : 1 à 10 approbateurs nommés par niveau, qui valident en parallèle ; tous doivent approuver et un seul refus rejette la demande
• Tranches de montant par niveau (mode Avancé) : une demande ne passe que par les niveaux dont la tranche De/À contient son total HT ; les autres niveaux sont affichés comme ignorés
• L'écran de configuration propose la tranche du niveau suivant et refuse les trous qui laisseraient un montant sans approbateur
• Chaque demande conserve le mode et le circuit d'approbation en vigueur lors de sa soumission
• Approbations simultanées sécurisées : deux approbateurs agissant au même moment ne peuvent plus bloquer un niveau ni le faire avancer deux fois
• La fiche affiche « X sur N approuvé(s) » par niveau ; le PDF interne affiche un tableau par approbateur avec l'en-tête répété sur chaque page
• Une demande ne peut plus être soumise si un niveau concerné a un approbateur désactivé ou supprimé, un groupe vide ou aucun approbateur ; le message indique le niveau
• Sécurité : les lignes ne peuvent être modifiées que lorsque la demande est en Brouillon ou Révisée, et uniquement par le demandeur ou un administrateur du module ; la suppression d'une ligne exige le droit de création et un jeton de sécurité valide
• Correction : les demandes créées par API ou script sont utilisables immédiatement
• Correction : suppression des avertissements PHP sur la liste et la fiche pour les utilisateurs sans droit d'approbation ou de création
• Liens plus propres vers demandeurs, projets, propositions et commandes fournisseurs grâce aux liens et icônes natifs de Dolibarr
• Traductions anglaise et française complétées
• Fonctionne depuis n'importe quel répertoire custom ; licence GPL v3 incluse
• Mise à jour simple : téléversez le zip par-dessus la 1.0.0, aucun SQL manuel nécessaire