Provides for the approval process SAP Business One Various control instruments are available that regulate who is allowed to carry out certain transactions and/or can allow exceptions.

When working with approval procedures, you can restrict the size and type of business transactions that each user is authorised to perform. For example, if a user starts to post a document that does not fulfil the requirements defined in the approval procedures, SAP B1 saves this document as a draft. Someone must then approve this document.

Parameters of approval in SAP Business One

SAP Business One releases have two essential parameters:

  • Thresholds for approval. If a new document is above or below these limits, a release is required in order to post it.
  • approval levels. If a new business case does not meet certain conditions, it goes through the release levels that can be assigned to one or more users.

Approval phase in SAP Business One

The algorithm for approval in SAP Business One follows the following phases:

  • Configuration
    Approvals are set up and saved.
  • Document creation
    A document that does not comply with the authorisation conditions is created.
  • Draft
    SAP Business One saves the document as a saved document.
  • Notification
    The programme informs the persons responsible for approval.
  • Acceptance
    If the document is accepted, the user who created it receives a message.
  • Booking
    Now you can post the receipt.
  • Rejection
    If the document is rejected, the user who created it is informed. It is possible to modify the document so that it fulfils the approval criteria. In this case, it goes through all the approval stages until the author is authorised to post it.

Release templates and free definition of the releases

Similar to the alarm functions There are already release templates in which you only specify certain data and activate them. In addition, completely redesigned release templates can be created using your own SQL queries. If you want to use an SQL query in a new approval template, the value “True” is expected as a result.

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