For the authorisation procedures SAP Business One Various control instruments are available to regulate who may execute certain transactions and/or authorise 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:
- Threshold values for authorisation. If a new document is above or below these thresholds, approval is required to post it.
- Authorisation levels. If a new business case does not fulfil certain conditions, it passes through the approval stages, which can be assigned to one or more users.
Approval phase in SAP Business One
The algorithm for release 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 release templates already exist in which only certain data is specified and activated. You can also create completely new approval templates using your own SQL queries. If you want to use an SQL query in a new approval template, the value "True" is expected as the result.
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