Creating an Approval Template
Create an approval template to define an approval procedure. The template includes such information as the users and documents to which the approval procedures apply, which approval stages to go through, and any special conditions.
For example, approval procedures can be defined with different terms for different originators. An approval procedure is triggered if an A/R invoice exceeds the credit limit of the customer, while another approval procedure is triggered if an A/R invoice reaches a certain amount of gross profit.
Procedure
From the SAP Business One
Main Menu
, choose
Administration
Approval Procedures
Approval Templates
.In the
Approval Templates - Setup
window, enter a unique name and, optionally, a description for the approval template.Select the
Active
checkbox, and if you want the approval procedure to be triggered for document update, select also theActive when Updating Documents
checkbox.
NoteYou can deactivate an approval template when the approval procedure is no longer required or valid.
End of the note.On the
Originator
tab, specify the users who require approval for generating or updating the relevant documents.On the
Documents
tab, select the documents to be processed using this approval procedure.On the
Stages
tab, select one or more approval stages.If an approval template has more than one stage with different authorizers, all the authorizers have the same authorization level. The order in which the stages are listed in the approval template does not mean that one authorizer's decision has priority over another's.
For example, an approval procedure requires the relevant documents to be approved by both the financial department (stage A) and the inventory management department (stage B).
On the
Terms
tab, do either of the following:To always trigger the approval procedure, select the
Always
radio button.To define specific conditions for triggering the approval procedure, select the
When the Following Applies
radio button and define the conditions.The condition can be a comparison with a predefined variable (for example, document total) or a user query. Note that the approval procedure is triggered when any of the conditions are met.
For more information, see Approval Templates - Setup Window.
To save the template, choose the
Add
button.