Generating the Approval Decision Report

As an authorizer, you can use this report to display all documents for which an approval decision is required and handle approval requests by batch.

This report tracks the approval decisions of various authorizers so it does not display such statuses as Generated and Canceled.

Procedure

From the SAP Business One Main Menu, choose Administration Approval Procedures Approval Decision Report .
To filter the report, select the required decision statuses, and enter a range for Originator, Authorizer, Template, and Request Date.
The request date is the date on which the original document that triggered the approval procedure was created.
To generate the report, choose the OK button.
The Approval Decision Report window shows the documents that correspond to the specified selection criteria. A row is displayed in the report results for each authorizer, assuming the selection criteria were not limited to a single authorizer. Therefore, the same transaction may appear several times in the list, but involve a different authorizer each time.
To handle approval requests directly from the Approval Decision Report window, do either of the following:
- To approve or reject a single document, in the Answer column, select either Approved or Not Approved from the list.
- To approve or reject several documents simultaneously, select the required rows and choose the Global Update button. In the Global Update window, you can approve or reject all the selected documents and include a remark. The remark is copied to all the documents in the report results.
Note
The Answer column is active only if you are defined as an authorizer for the document, and the document status must be Pending, Approved, or Not Approved.

End of the note.
To save the data once all the approval requests have been handled, choose the Update button.

More Information

Handling Approval Requests

Approval Decision Report - Selection Criteria

Approval Decision Report Window