The Approvals API provides sophisticated workflow management for purchase order approvals, enabling multi-step approval processes with role-based access control.
Welcome to Approvals API
The Approvals API enables comprehensive approval workflow management for your procurement processes. Create approval chains, manage approval steps, and track approval history with detailed audit trails.Key Features
- Approval Chains: Multi-step approval workflows with configurable steps
- Role-Based Approvals: Approval by user, role, or department
- Threshold Management: Amount-based approval requirements
- Delegation Support: Approve on behalf of others or delegate approvals
- Audit Trails: Complete history of all approval actions
Authentication
All API endpoints are authenticated using Bearer tokens.Approval Workflow
Approval Chain Components
- Steps: Sequential approval steps with defined approvers
- Thresholds: Minimum amounts requiring specific approvals
- Approver Types: Users, roles, or departments as approvers
- Actions: Approve, reject, delegate, or escalate decisions
Approval Actions
- Approve: Accept and move to next step or complete process
- Reject: Deny approval and return to requestor
- Delegate: Assign approval to another user
- Escalate: Move to higher authority when threshold exceeded
Use Cases
Purchase Order Approvals
- Department Approval: Department manager approval for departmental purchases
- Budget Approval: Finance approval for purchases over budget thresholds
- Executive Approval: C-level approval for high-value purchases
Compliance and Audit
- Approval History: Complete audit trail of all approval decisions
- Compliance Tracking: Ensure all purchases follow approval policies
- Reporting: Generate approval reports for compliance audits