Approval Templates - Setup Window 
Use this window to specify the various approval procedures for the company.
To open this window, choose 
Administration 
Approval Procedures Approval Templates 
.
General Area
Specify a unique name for the approval template. |
Provide an explanation of the template. |
Activates the approval template. If an approval procedure is no longer required, deselect this option. Users who are defined as originators in an approval template cannot change this option to bypass the approval procedure. |
Originator Tab
Select the users to whom the approval template applies. |
Specify a department to narrow the user selection to that department. |
Documents Tab
Lets you apply the approval template to Sales – A/R and/or Purchasing – A/P documents only. You can then select the specific sales and/or purchasing documents. |
Lets you apply the approval template to Inventory related documents only. You can then select the specific documents. |
Note
For users in China, Japan, Korea, Singapore, India and Brazil, SAP Business One also provides options for payment.
Stages Tab
Select the stages that the approval template should contain. |
Displays the name of the selected stage. |
The appearance order of the stages on this tab indicates the order in which they are activated in the approval procedure. To determine the stage order, use the arrow buttons. |
Terms Tab
Specify which criteria, if any, are to be met before an approval procedure is triggered. The option can be Always, or one based upon the fulfillment of one or more conditions. SAP Business One processes procedures with conditions prior to those that are marked Always. Selecting the option When the Following Applies displays two tables: Upper Table You can select a predefined term (variable) in the Choose column.
To trigger an approval procedure, if the customer deviates from his credit limit by more than a certain amount, select Deviation from Credit Limit. Select the ratio that corresponds to the mathematical operation to compare the selected term to a threshold value. If the comparison of the selected term and the manually entered threshold value satisfies the selected ratio, the system activates the approval procedure. End of the example. Lower Table You can define your own conditions based upon a valid SQL query, either in addition to, or instead of, the conditions based upon predefined terms. You need to construct the SQL query in such a way that it returns a True or False result. When it is the former, an approval procedure is triggered.
For users in China, Japan, Korea, Singapore, India and Brazil: If you have selected the options for inventory documents on the Documents tab, when you select When the Following Applies on the Terms tab, Total Document is the only term available. End of the note.
For the ratios In Range and Not in Range, specify values as: <Number>-<Number>. For example, to launch an approval procedure for documents with a total amount of 10,000 to 20,000, select the Total Document term; select the ratio In Range; and in the Value column, enter 10000-20000. End of the note.
For an approval procedure, the selected ratio is Greater Than and 10,000 is selected as the amount to which to compare new variables. If the customer’s credit limit is 12,000, then the approval procedure would be triggered for this document. If a sum of less than 10,000 is entered, then the approval procedure is not triggered. End of the example. |
Example