Policy Templates
Policy templates are ready-to-use threshold gates for the most common financial and sales controls. Each template maps to a specific ERP feature toggle — enable the toggle, instantiate the template, set your numbers, and activate.
How to use a policy template
Step 1 — Enable the toggle
In Workflow → Settings, turn on the toggle the template depends on (shown in the tables below).
Step 2 — Instantiate
In Workflow → Policies, click New from Template and choose the template.
Step 3 — Set your thresholds
Replace the placeholder numbers with your own bands (e.g. change 50,000,000 to your PO limit).
Step 4 — Prioritise and activate
Set the priority so specific rules evaluate before general ones, then set the policy Active.
Approval threshold templates
| Template | Subject | Condition | Outcome | Toggle |
|---|---|---|---|---|
| PO approval threshold | Purchase Order | totalAmount > N | Require approval | po_amount_threshold |
| SO approval threshold | Sales Order | totalAmount > N | Require approval | so_amount_threshold |
| PO always requires approval | Purchase Order | always | Require approval | require_po_approval |
| SO always requires approval | Sales Order | always | Require approval | require_so_approval |
| Expense threshold | Expense Claim | amount > N | Require approval | po_amount_threshold* |
*Expense gating reuses the general amount-threshold behaviour; pair it with the appropriate expense approval workflow.
Credit-check templates
| Template | Subject | Condition | Outcome | Toggle |
|---|---|---|---|---|
| Credit limit block | Sales Order | orderTotal + outstandingBalance > creditLimit | Block | customer_credit_limit_check |
| Credit limit warn | Sales Order | outstandingBalance > 0.8 × creditLimit | Require approval | customer_credit_limit_check |
Discount gate templates
| Template | Subject | Condition | Outcome | Toggle |
|---|---|---|---|---|
| Discount price approval | Quote / Sales Order | discountPercent > N | Require price approval | price_approval_on_discount |
| Deep-discount escalation | Quote / Sales Order | discountPercent > 25 | Require approval (senior) | price_approval_on_discount |
Multi-level & parallel templates
| Template | Subject | Behaviour | Toggle |
|---|---|---|---|
| Two-level finance ladder | Invoice / PO | Manager → Finance (serial) | multi_level_approval |
| Three-level executive ladder | PO / CapEx | Dept Head → Finance → CFO (serial) | multi_level_approval |
| Dual-control parallel | Payment batch | Two approvers, both required (parallel) | parallel_approval |
| Multi-level leave | Leave Request | Manager → HR when long | multi_level_leave_approval |
Multi-level and parallel templates only take effect when multi_level_approval / parallel_approval are enabled. Without them the chain collapses to a single approver.
Toggle reference
| Toggle | Controls |
|---|---|
po_amount_threshold | Purchase-order amount gate |
so_amount_threshold | Sales-order amount gate |
require_po_approval | Master switch: POs need approval |
require_so_approval | Master switch: SOs need approval |
price_approval_on_discount | Discount-driven price approval |
customer_credit_limit_check | Credit-limit block/warn |
multi_level_approval | Serial multi-step chains |
parallel_approval | Parallel (all-required) approvers |
multi_level_leave_approval | Leave escalation chains |
delegation | Approver delegation (see Delegation) |
FAQ
Q: Do I still need a workflow after a policy template? A: For threshold gates that require approval, yes — the policy decides whether, and a workflow routes who. Block-outcome policies (credit limit) can stand alone.
Q: Can I change a template’s toggle mapping? A: The mapping is fixed by design — each template exists to make one toggle usable. Enable the listed toggle for the template to have effect.