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 → Parked receipts
- Bank processing → 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.
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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