Approval Workflows

Approvals control spend before commitment or change.

How Approvals Work

1. A requisition, PO, or change order is submitted.
2. SikaBooks finds the matching approval policy.
3. The policy routes the request through ordered approval steps.
4. Each step is assigned to a role template or specific business user.
5. Rejection stops the request and stores a required comment.

Owners do not bypass approval policy assignment. When an owner submitted the PO and is also assigned to the current step, SikaBooks allows a deliberate self-approval after confirmation and marks the decision as an owner override in the audit trail. Non-owner self-approval remains blocked.

Approval Policies

Policies define:

• name
• amount range
• optional department code
• priority
• ordered approval steps

Create and update policies from Approvals -> Policies.