Creating an Approval Stage
Create an approval stage to define which users can handle approval requests and how many authorizers are required to approve or reject a request. You can assign an approval stage to one or more approval templates.
For example, you can define approval stages per department, per authorization level, or per product category.
Procedure
From the SAP Business One
Main Menu
, choose
Administration
Approval Procedures
Approval Stages
.In the
Approval Stages - Setup
window, specify a name and, optionally, a description for the stage.In the
No. of Approvals Required
field, specify the number of approvals required to complete this approval stage.In the
No. of Rejections Required
field, specify the number of rejections required to complete this approval stage.Specify authorizers - users with approval privileges.
It is useful to have more than one authorizer for each stage. If the major authorizer is on leave or out of the office, the other authorizers can handle approval requests.
To save the data, choose the
Add
button.