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Approval workflows

HAQ ERP approval workflows give each tenant configurable transaction review rules.

Workflows let tenants define when a transaction needs approval and who approves it.

What can be approved​

  • Journal entries.
  • Stock operations.
  • Commercial invoices.
  • Payments.
  • Sales orders.
  • Purchase orders.
  • Landed cost batches.

Workflow rules​

A workflow can target a document type and include conditions such as amount, date, partner, warehouse, journal, or document fields exposed by the document type.

Rules can be configured as:

  • First matching workflow stops evaluation, or continue through matching workflows.
  • Any condition may match, or all conditions must match.
  • Any approver can approve a step, or all approvers must approve.
  • Priority controls which workflow runs first.

Simulator​

Use the Workflow Simulator before activating a rule. It explains which workflow will apply and which users or roles become approvers.

Delegations​

Delegations let one approver temporarily handle another user’s approval work while keeping history and audit trail intact.