Workflows and automation · Guide 604 of 624
Authorisation rules
Authorisation rules in RockifyERP require approval when a transaction exceeds a limit, such as a discount above 10%.
How to do it in RockifyERP
- Search for Authorization Rule and click + Add.
- Choose the document, the condition (such as grand total or discount) and the value.
- Choose who must approve.
- Save.
Tip: Use authorisation rules for simple limits and workflows for multi-step approvals.
Need more help with RockifyERP?
Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.