Permissions and approval workflows

Request approval for a purchase record

Submit a supported purchase request, order, return or FAF record into its configured approval path.

Audience: Purchasing staffPermission: Administrator or relevant status capabilityModule v1.7.9

Exact navigationAdmin Area → Purchase → open record → Request Approval

Before you begin

Use an account with Administrator or relevant status capability and confirm the intended record or setting before making a change.
Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.

What this guide covers

Submit a supported purchase request, order, return or FAF record into its configured approval path. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Exact step-by-step process

Open Admin Area → Purchase → open record → Request Approval.
Open the source record and verify its recipient, status, totals and attachments.
Choose the Send, Email, Share or Request action described in the guide.
Select recipients and attachment/signature options shown by the form.
Submit once and verify the activity, delivery metadata, public link or approval request created by the module.

Fields, choices and supported possibilities

Approval setupName, related transaction type, approval type and approver rows/conditions.

DecisionCurrent approver, decision, reason, signature/upload and notification.

Code-backed validations and workflow rules

Record access does not automatically grant the dedicated change-status capability.
The module supports configured approval routes for purchase requests, orders, returns and FAF flows.

Expected result and verification

The supported request approval for a purchase record flow completes without bypassing permission or validation checks.
The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
Unexpected validation, provider or linked-record errors are investigated before retrying.

Security, privacy and operational checks

Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
Test settings and automated jobs with controlled records before production-wide use.