---
title: "How to create a purchase document flow?"
slug: "35915"
updated: 2026-07-30T08:00:08Z
published: 2026-07-30T08:07:55Z
canonical: "help.ila.cegid.com/35915"
---

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# How to create a purchase document flow?

- [x] PT
- [x] ES
- [x] AO
- [x] CV
- [x] MZ
- [x] ST
- [x] GW

- [ ] Professional
- [x] Executive
- [x] Public Sector
- [ ] Omnia
- [ ] Evolution

---

On the purchase document flows, it is possible to define a **set of criteria** that allows to subject the document to approval using the condition and authorization configuration. Besides these configurations, you can create purchase document flows. av_textblock]

---

## Define conditions

The purchase flow conditions allow to define **automatic rules** for document approval, that is, according to the condition created it is possible to spare or subject the document to approval by a group of users.

To define conditions in document flows, follow these steps:

1. Access **Administrator | [Company] | Purchases | Company Parameters | Document Flows**;
2. On the dashboard at the right, select the context option **New Flow;**
3. Specify the **Name** and the flow **Description**;
4. Select and drag to the flow editor the option **New Condition;**
5. Define the condition and the flow sequence;
6. Finally, click **Save**.

---

## Define authorization

The authorization/approval flow creation to use in document flows allows to create an **approval mechanism** for the document can move to the next level.

To create an authorization flow, follow these steps:

1. Access **Administrator | [Company] | Purchases | Company Parameters | User Groups**;
2. On the dashboard at the right, select the context option **New Authorization;**
3. Specify the **Name** and the authorization **Description**;
4. Select and drag to the necessary authorizations to the editor;
5. Define the necessary authorization sequence;
6. Finally, click **Save**.

---

## Create document flows

The purchase document flows allow to define the **authorization/approval and conditions,** and define them according to the flow context a document will be subject to pass to the next state.

To setup a document flow for purchase documents, follow these steps:

1. Access **Administrator | Company | Company Parameters | Document Flows**;
2. On the dashboard at the right, select the context option **New Flow;**
3. Specify the **Name** and the flow **Description**;
4. Select the documents to be included on the flow;
5. Select the authorizations and the conditions to include, if necessary;
6. Define the level for each document and perform the corresponding link;
7. Finally, click **Save**.