Order Approval

Order approval works the same way as document approval. See Document Approval for the general flow.

Approving an Order

1. Open the order from the Approvals tab or your Dashboard widget.
2. Review the order details, line items, and any previous approval statements.
3. Click Approve.
4. Optionally add an Approval Statement.
5. Click Confirm.

Rejecting an Order

1. Open the order.
2. Click Reject.
3. Enter a Rejection Reason (mandatory).
4. Click Confirm.

The order is returned to the submitter. They can edit and re-submit.

Adding an Approval Statement

An approval statement is a comment recorded in the audit log alongside the approval action. It is useful for documenting the business justification for approval.

To add a statement without approving or rejecting:

1. Click the Comments tab.
2. Post a comment — it is recorded in the audit log.

Order-Specific Approval Rules

Order approval workflows can use order-specific thresholds:

• Order amount — e.g., orders over €50,000 require board approval
• Order type — e.g., capital expenditure orders follow a separate chain
• Supplier category — e.g., new suppliers require additional due diligence approval