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Procedure documentationSaving Drafts as Regular Documents Locate this document in the navigation structure

 

As an authorizer or originator you can add draft documents to the database as regular documents after they have been approved. Once you save a draft document as a regular document postings are triggered that change the quantities and values in the stock and changes are triggered in the Accounting system.

You can save draft documents in the Request for Approval window when you are reviewing messages in the Messages/Alert Overview window.

You can save draft documents in the Approval Status Report window when you generate a report about the status of draft documents.

Procedure

Saving draft documents from the Request for Approval window
  1. Choose   Window   Messages/Alert Overview  . The Messages/Alerts Overview window appears.

  2. To display the details of the message in the Request for Document Approval area, select the required message.

  3. To open the Request for Approval Window, click Link Arrow (Link Arrow). This displays document and authorization details.

  4. Click the Document No. Link Arrow (Link Arrow) icon. The draft document opens; its status appears in the window header.

  5. Choose the Add button. An internal message is sent to the document originator that the draft has been saved as a regular document.

Saving draft documents from the Approval Status Report window
  1. Choose   Administration   Approval Procedure   Approval Status Report  . The Approval Status Report – Selection Criteria window appears.

  2. To generate the report choose the required criteria.

  3. Choose the OK button. The Approval Status Report Window appears.

  4. Click the Document No. Link Arrow (Link Arrow) icon. The draft document opens; its status appears in the window header.

  5. Choose the Add button. An internal message is sent to the document originator that the draft has been saved as a regular document.