[A] The documents for which approval rules can be set are purchase orders, sales invoices, order confirmations and sales quotations.
[B] To set up an approval rule, go to the "Approval module"(1), click on the "Settings" tab(2) and click on "Add New Rule"(3).
[C] The drop-down list has three options: "Credit Limit", "Company" and "Amount". Select the type of Approval to be added.
[D] On the next screen, click on the Document Type list and select the required type of document from the options. Add other details about upper or lower bounds, company name and who to ask for approval.
[E] You can keep the company name field blank if the rule is applicable for all the companies.
[F] Click on "Save Rules". The rule gets added.
Keywords: approval rule documents, documents for approval rule, documents for which permission can be added