A draft document in SAP Business One is a system document in the draft stage that does not contain any values in the ledger generated.
In SAP Business One, users have the option of initially saving various documents as provisional versions (draft documents). This function allows users to edit or complete documents at a later date. Parts of a document can be entered in advance, while additional information or support may still be required for other sections. Pre-saved documents can also be used as a basis for recurring processes that only require minor adjustments.
It is important to understand that such draft vouchers have no immediate impact on stock levels or accounting, as they are not yet an official Booking in the system.
The types of documents that can be saved as provisional versions include sales and purchasing documents, incoming and outgoing payments
and cheque payments. Warehouse documents, for example for Stock transfers or for incoming and outgoing goods can also be created as a draft document.
SAP Business One also allows you to create and manage an overview of all provisional documents. This can be filtered individually according to user preferences in order to efficiently edit, delete or permanently add specific documents.
It is possible to manually mark documents as provisional or to automatically generate such provisional versions as part of approval processes.
Versino Financial Suite
the Versino Financial Suite makes working with draft documents in SAP Business One much more convenient and secure. It offers centralised control, improved workflows, seamless documentation and flexible evaluations.
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