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Procedure documentationGenerating the Approval Status Report Locate this document in the navigation structure

 

As an authorizer or originator you can generate a report of the approval status of various transactions. Document originators can use this report to display the status of the documents they have created. The report displays a list of documents with their approval status and the history of the transaction.

Documents are assigned status values during an approval process, based on their processing progress, namely, pending, approved, or rejected. Use this report to display the status of documents and monitor the various documents that are subject to the approval process. The report displays a list of documents, their approval status and their history.

Procedure

  1. From the SAP Business One Main Menu, choose   Administration   Approval Procedure   Approval Status Report  . The Approval Status Report – Selection Criteria window appears.

  2. To filter the report, select the required document status.

  3. Enter a selection range for Originator, Authorizer, and/or Template.

  4. Choose the document types to display in the report. The selection becomes the default for the next report selection.

  5. To generate the report, choose the OK button. All the documents that meet the selected criteria are displayed in the report.

    • To display/hide all the detailed rows of the report simultaneously, use the Expand and Collapse buttons.

    • To update the approval template for the document when the detailed document rows are displayed, click Link Arrow (Link Arrow) for the document in the Template column. The Approval Templates - Setup Window appears, and you can update the template.

    • To display additional details about the specific approval, including the approval stage, authorizer and decision, in the lower section of the window, click on the row for a specific document.

If there are draft documents waiting for approval, an authorizer can approve them from this report by clicking the row of the specific document. In the lower table, in the Answer column, either select Approved or Not Approved, or leave the status as Pending. This table is displayed only when the user clicks a line without using the collapse/expand buttons.