A draft document is a provisionally saved business transaction in SAP Business One that has not yet been posted to the system. It enables users to save documents temporarily if information is missing or further processing is planned at a later date.
Function and purpose:
- Allows you to interrupt document creation and continue working later.
- Serves as a document template for recurring transactions.
- Reduces errors by checking the data in advance.
Creation and storage:
- Receipt is created but not added.
- Via the context menu: "Save as parked document".
- The voucher window is then reset to add mode.
Access and management:
- Recall via reports:
- Purchasing ? Purchasing reports ? Saved documents
- Bank settlement ? Bank reports ? Saved payment documents
- Search criteria: User, document type, date, status.
- Double-click on line to open document for editing or final posting.
Special features:
- Saved receipts remain as templates even after they have been added.
- Print function available for parked receipts.
- Use of series and Batch numbers possible.
- Is also used in the Bank statement processing used.
Parked documents in the approval process:
- Parked vouchers trigger approval processes.
- Status: Parked receipt [Pending], Parked receipt [Authorised], Parked receipt [Rejected].
- Authorisations via "Messages/Alarms".
- Rejected vouchers can be revised and resubmitted.
- Cancelled parked vouchers can no longer be processed.
- Preliminary voucher number for vouchers in Approval process.
- Restrictions on the processing of authorised documents in the General settings configurable.
New webinars: Versino Financial Suite
With the current version 03.2025 of the Versino Financial Suite, SAP Business One users have an extended range of functions ...
Secure liquidity with SAP Business One
Liquidity is like the air we breathe ? only when it becomes scarce do we realise how vital it is. Especially ...
New! Versino Financial Suite 03.2025
The Versino Financial Suite for SAP Business One has had the Financial Cockpit as an integral component since the start of 2025. With ...
The cockpit of the Versino Financial Suite
The Financial Cockpit extends the financial management of SAP Business One. It has been specially developed to facilitate the management and analysis of ...
Financial statements - always difficult?
The financial closing process is often a nightmare for SMEs: error-prone processes, time pressure and inaccurate data. But why is this the case?
DATEV functions of the Versino Financial Suite
What is the difference between the SAP DATEV interface and the DATEV functions of the Versino Financial Suite? Companies that use SAP Business One ...
