Canceling Approval Procedures
In some cases, you may want to cancel an approval procedure. For example, a document is created unnecessarily or the updates to an existing document are later found invalid.
The table below summarizes the different implications of canceling an approval procedure and rejecting an approval request:
Action | Result |
|---|---|
Cancel an approval procedure | You cannot make any modifications to the document draft. If the approval procedure is for updates to an existing document, canceling this approval procedure ends the procedure. If the approval procedure is for generation of a new document, you must first restore the approval procedure to continue with the document generation. |
Reject an approval request | You must make modifications to the document draft according to the rejecting remarks. In addition, if the approval procedure is for updates to an existing document, the document itself is not released from the approval procedure and many business operations are blocked. For more information, see Generating and Updating Documents Based on Approval. |
Prerequisites
You have been granted full authorization to this item in the
General Authorizations
window:
Administration
Approval Procedures
Approval Status Report
.The approval procedure has not ended.
For details about when an approval procedure ends, see Generating and Updating Documents Based on Approval.
Procedure
To view the approval procedure, from the SAP Business One
Main Menu
, choose Administration
Approval Procedures
Approval Status Report
.In the
Approval Status Report - Selection Criteria
window, specify appropriate selection criteria and choose theOK
button.In the approval status report, find the approval procedure you want to cancel and do either of the following:
Select the row for the approval procedure and then from the menu bar, choose
Data
Cancel
.Right-click in the row for the approval request and choose
Cancel
.
Note that the row for the approval procedure has an arrow
.
Result
All users involved in the approval procedure (except you) receive a message about the cancellation.
If the approval procedure is for generating a new document, you can come back to the approval status report and restore the approval procedure. The restoration operation is similar to the cancellation operation.
If the approval procedure is for updating an existing document, the approval procedure ends. You can no longer modify the document draft with the originally intended updates.