The Document Approval Rule Management module enables the definition and execution of multi-level approval workflows for financial documents (such as invoices), based on a configurable rule matrix tailored individually for each company in the system.
Each company is assigned a separate matrix that defines a set of conditions and the corresponding approval levels. Matrix entries may include: company code, cost type, cost center, project, value ranges, approval levels, assigned approvers, and the required number of approvals at each level.
The module operates automatically. When a document is registered, the system searches the matrix for a matching entry based on values such as cost type, net amount, project, or MPK. Based on the identified rule, the approval path is determined, and tasks are assigned to the appropriate users. The order of evaluation can be configured – for example, the system can be instructed to first match by MPK, then by cost type, and finally by project.
An integral part of the module is the matrix editor, which allows users to manage the rule entries: add or modify rules, update cost types, assign approvers, configure matching logic, and view historical versions of the matrix. This gives organizations the flexibility to adapt approval paths to evolving internal structures and business needs.
The module is designed for financial workflows requiring compliance, transparency, and automation, while also ensuring full control and auditability of approval decisions.