{"id":632,"date":"2026-01-03T06:00:29","date_gmt":"2026-01-03T06:00:29","guid":{"rendered":"https:\/\/www.bitsitworld.com\/blog\/?p=632"},"modified":"2026-04-16T05:42:22","modified_gmt":"2026-04-16T05:42:22","slug":"what-is-a-department-wise-hierarchical-approval-matrix-odoo-erp","status":"publish","type":"post","link":"https:\/\/www.bitsitworld.com\/blog\/what-is-a-department-wise-hierarchical-approval-matrix-odoo-erp\/","title":{"rendered":"\ud83d\udccaWhat is a department-wise Hierarchical Approval Matrix? odoo ERP, Explained!"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">It is a <strong>rule-based approval structure<\/strong> where:<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Approvers are assigned <strong>per department<\/strong><\/li>\n\n\n\n<li>Approvals follow a <strong>management hierarchy<\/strong><\/li>\n\n\n\n<li>Approval levels change based on <strong>transaction value<\/strong><\/li>\n\n\n\n<li>ERP enforces approvals <strong>before confirmation\/posting<\/strong><\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\">Core Components of the Approval Matrix<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">A. Department<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Sales<\/li>\n\n\n\n<li>Finance<\/li>\n\n\n\n<li>Procurement<\/li>\n\n\n\n<li>Operations<\/li>\n\n\n\n<li>HR<\/li>\n<\/ul>\n\n\n\n<p>Each department has <strong>its own approvers<\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h3 class=\"wp-block-heading\">B. Approval Levels (Hierarchy)<\/h3>\n\n\n\n<p>Example hierarchy:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Line Manager<\/li>\n\n\n\n<li>Department Head<\/li>\n\n\n\n<li>Finance Manager<\/li>\n\n\n\n<li>CFO \/ CEO<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h3 class=\"wp-block-heading\">C. Amount-based Rules (Thresholds)<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Amount Range<\/th><th>Approval Required<\/th><\/tr><\/thead><tbody><tr><td>\u2264 5,000<\/td><td>Line Manager<\/td><\/tr><tr><td>5,001 \u2013 25,000<\/td><td>Dept Head<\/td><\/tr><tr><td>25,001 \u2013 100,000<\/td><td>Dept Head + Finance<\/td><\/tr><tr><td>&gt; 100,000<\/td><td>CFO \/ CEO<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h3 class=\"wp-block-heading\">D. Document Types<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Purchase Requisition (PR)<\/li>\n\n\n\n<li>Purchase Order (PO)<\/li>\n\n\n\n<li>Vendor Bills<\/li>\n\n\n\n<li>Payments<\/li>\n\n\n\n<li>Expense Claims<\/li>\n<\/ul>\n\n\n\n<p>Each document can have <strong>separate approval logic<\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\">Sample Approval Matrix (Department-wise)<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Procurement Department \u2013 Purchase Orders<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Amount<\/th><th>Level 1<\/th><th>Level 2<\/th><th>Level 3<\/th><\/tr><\/thead><tbody><tr><td>\u2264 10,000<\/td><td>Procurement Manager<\/td><td>\u2013<\/td><td>\u2013<\/td><\/tr><tr><td>10,001 \u2013 50,000<\/td><td>Procurement Manager<\/td><td>Finance Manager<\/td><td>\u2013<\/td><\/tr><tr><td>&gt; 50,000<\/td><td>Procurement Manager<\/td><td>Finance Manager<\/td><td>CEO<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\">ERP Workflow Logic (How System Enforces It)<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>User creates transaction<\/li>\n\n\n\n<li>ERP detects:\n<ul class=\"wp-block-list\">\n<li>Department<\/li>\n\n\n\n<li>Amount<\/li>\n\n\n\n<li>Document type<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>ERP assigns <strong>approval route automatically<\/strong><\/li>\n\n\n\n<li>Status changes:\n<ul class=\"wp-block-list\">\n<li>Draft \u2192 Waiting for Approval \u2192 Approved \u2192 Confirmed<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Higher approvers cannot be skipped<\/li>\n\n\n\n<li>Audit trail is maintained<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Why Choose BITS IT Solutions<\/strong><\/h3>\n\n\n\n<p>\u2705 Proven expertise in ERP implementation across multiple industries<br>\u2705 Certified and experienced consultants<br>\u2705 End-to-end support \u2014 from consultation to training and after-sales service<br>\u2705 Scalable and cost-effective business solutions<br>\u2705 100% customer satisfaction and ongoing technical support<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Contact Us<\/strong><\/h3>\n\n\n\n<p><strong>BITS IT Solutions LLC<\/strong><br>\ud83d\udccd Al Quoz, Sheikh Zayed Road, Dubai, UAE<br>\ud83d\udcde Phone: +971 4 229 8629 \/ +971 50 889 4203<br>\ud83d\udce7 Email: info@bitsitworld.com<br>\ud83c\udf10 Website: www.bitsitworld.com<\/p>\n\n\n<div class=\"is-default-size wp-block-site-logo\"><a href=\"https:\/\/www.bitsitworld.com\/blog\/\" class=\"custom-logo-link\" rel=\"home\"><img loading=\"lazy\" decoding=\"async\" width=\"269\" height=\"142\" src=\"https:\/\/www.bitsitworld.com\/blog\/wp-content\/uploads\/2025\/10\/bits-logo01.jpg\" class=\"custom-logo\" alt=\"Explore our latest blogs in 2026 | BITS IT World\" \/><\/a><\/div>\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>It is a rule-based approval [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-632","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.bitsitworld.com\/blog\/wp-json\/wp\/v2\/posts\/632","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.bitsitworld.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.bitsitworld.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.bitsitworld.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bitsitworld.com\/blog\/wp-json\/wp\/v2\/comments?post=632"}],"version-history":[{"count":3,"href":"https:\/\/www.bitsitworld.com\/blog\/wp-json\/wp\/v2\/posts\/632\/revisions"}],"predecessor-version":[{"id":638,"href":"https:\/\/www.bitsitworld.com\/blog\/wp-json\/wp\/v2\/posts\/632\/revisions\/638"}],"wp:attachment":[{"href":"https:\/\/www.bitsitworld.com\/blog\/wp-json\/wp\/v2\/media?parent=632"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bitsitworld.com\/blog\/wp-json\/wp\/v2\/categories?post=632"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bitsitworld.com\/blog\/wp-json\/wp\/v2\/tags?post=632"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}