> ## Documentation Index
> Fetch the complete documentation index at: https://docs.alforse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Approvals

> Route purchase orders, quality documents, and suppliers for sign-off before they take effect, with amount-tiered approval rules.

An **approval** keeps a document pending until an authorized user approves or rejects it. Per-company **approval rules** determine whether approval is required and who can decide. Purchase-order rules can use amount tiers.

For example, with a **\$30,000** purchase-order rule, a \$6,000 order can finalize directly to **To Receive**, while a \$48,000 order enters **Needs Approval**.

## What can be approved

Three document types support approval, each with its own pending status:

| Document | Pending status | Approved → | Rejected → | Amount-tiered? |
| - | - | - | - | - |
| Purchase order | "Needs Approval" | recomputed (e.g. "To Receive") | "Rejected" | Yes, the order total |
| Quality document | "Draft" | "Active" | stays "Draft" | No |
| Supplier | "Pending" | "Active" | "Rejected" | No |

NOTE

Only **purchase orders** use the amount threshold. Quality documents and suppliers match a single rule (its
minimum is 0), so for them approval is simply on or off.

## Approval rules

Rules live under **Settings → Approval Rules**, grouped by document type; create one with **New Approval Rule**. Each rule:

FieldType

<details>
  <summary>**Minimum Amount**</summary>

  The tier floor: approval applies at or above this, up to the next rule's minimum. (Purchase orders only.)
</details>

<details>
  <summary>**Who Can Approve**</summary>

  All members of the selected groups **and/or** the selected individual users.
</details>

<details>
  <summary>**Default Approver**</summary>

  A named fallback approver for the tier.
</details>

<details>
  <summary>**Enabled**</summary>

  Whether the rule is live.
</details>

For purchase orders, rules form **amount tiers**. Each tier runs from its minimum to the next tier's minimum. An order matches the highest threshold its total meets.

NOTE

There's **no global "require approval" switch.** A document type needs approval only while an **enabled**
rule exists for it. Disable or delete the rule and those documents finalize directly.

## Who can approve

A user can decide a request when they are the tier's **default approver**, are listed under **Who Can Approve**, or belong to an authorized group. They also need the relevant module permission: purchasing for purchase orders and suppliers, quality for quality documents, or settings for editing rules.

HEADS UP

Approval authority flows **upward only.** Someone assigned to the \$30k tier can approve a \$6k order, but a
\$6k-tier approver cannot approve a \$300k one. Higher tiers cover everything beneath them; lower tiers don't
reach up.

## The decision

The pending document shows **Approve** and **Reject** on its header, each opening a confirm dialog.
Supplier and quality decisions can carry an optional note; the purchase-order dialog has no note field, but offers **Send Via** (None or Email, with CC) on approval to send the order to the supplier contact.
Approving runs the document's transition in one step; rejecting moves it to its rejected state (a quality
document simply stays in **"Draft"**). The person who raised the request can withdraw it while it's still
pending: on a purchase order that surfaces as **Delete** (only the requester can delete a pending order).

Alforse notifies the resolved approvers when a request is raised, and the requester when it's decided, over
**email, Slack, and in-app**. When a purchase order is decided, approvers of lower tiers are notified too, so
they can see spend that cleared above their level.

HEADS UP

Approval is **single-step**. Alforse selects one rule, and one authorized decision finalizes the document. It does not support sequential stages, parallel sign-offs, quorums, or delegation. Amount tiers select a rule; they are not approval stages.

## Related

**Purchase orders**

The one document whose approval is gated by an amount — the order total.

[Open](/docs/reference/purchase-orders.md)

**Quality**

Quality documents move from Draft to Active on approval.

[Open](/docs/reference/quality.md)

**Suppliers & customers**

A new supplier can be held at Pending until approved.

[Open](/docs/reference/suppliers-and-customers.md)


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