[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-0-en-105":3,"doc-seo-488755-105":59,"doc-detail-488755-en":130},{"code":4,"msg":5,"data":6},0,"success",[7,13,18,23,28,33,38,43,48,51,55],{"id":8,"doc_module":4,"doc_module_name":9,"category_name":10,"show_sort_weight":11,"slug":12},1,"Document","Story & Novel",90,"story-novel",{"id":14,"doc_module":4,"doc_module_name":9,"category_name":15,"show_sort_weight":16,"slug":17},2,"Literature",80,"literature",{"id":19,"doc_module":4,"doc_module_name":9,"category_name":20,"show_sort_weight":21,"slug":22},4,"Exam",70,"exam",{"id":24,"doc_module":4,"doc_module_name":9,"category_name":25,"show_sort_weight":26,"slug":27},5,"Comic",60,"comic",{"id":29,"doc_module":4,"doc_module_name":9,"category_name":30,"show_sort_weight":31,"slug":32},6,"Technology",50,"technology",{"id":34,"doc_module":4,"doc_module_name":9,"category_name":35,"show_sort_weight":36,"slug":37},7,"Healthcare",40,"healthcare",{"id":39,"doc_module":4,"doc_module_name":9,"category_name":40,"show_sort_weight":41,"slug":42},8,"Research & Report",30,"research-report",{"id":44,"doc_module":4,"doc_module_name":9,"category_name":45,"show_sort_weight":46,"slug":47},9,"Religion & Spirituality",20,"religion-spirituality",{"id":46,"doc_module":4,"doc_module_name":9,"category_name":49,"show_sort_weight":46,"slug":50},"World Cup","world-cup",{"id":52,"doc_module":4,"doc_module_name":9,"category_name":53,"show_sort_weight":52,"slug":54},10,"Lifestyle","lifestyle",{"id":56,"doc_module":4,"doc_module_name":9,"category_name":57,"show_sort_weight":24,"slug":58},19,"General","general",{"code":4,"msg":60,"data":61},"ok",{"site_id":62,"language":63,"slug":64,"title":65,"keywords":66,"description":67,"schema_data":68,"social_meta":123,"head_meta":125,"extra_data":127,"updated_unix":129},105,"en","sap-business-one-approval-procedures","SAP Business One - Approval Procedures","","Guidance on approval procedures in SAP Business One, explaining how expense documents exceeding a set limit are routed for accounting approval before documents can be finalized. Covers the end-to-end approval workflow: originator creation, system checks against approval conditions, draft saving, internal requests to approval stages, rejection handling with amended submissions, and progression through multiple stages until final approval enables adding the document. Includes steps to activate approval processes, define approval stages, create approval templates, and configure originators and approvers.",{"@graph":69,"@context":122},[70,84,105],{"@type":71,"itemListElement":72},"BreadcrumbList",[73,77,79,82],{"item":74,"name":75,"@type":76,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":78,"name":9,"@type":76,"position":14},"https://docshare.wps.com/document/",{"item":80,"name":20,"@type":76,"position":81},"https://docshare.wps.com/document/exam/",3,{"item":83,"name":65,"@type":76,"position":19},"https://docshare.wps.com/document/sap-business-one-approval-procedures/488755/",{"url":83,"name":65,"@type":85,"image":86,"author":91,"headline":65,"publisher":94,"fileFormat":97,"inLanguage":63,"description":67,"dateModified":98,"datePublished":99,"encodingFormat":97,"isAccessibleForFree":100,"interactionStatistic":101},"DigitalDocument",{"url":87,"@type":88,"width":89,"height":90},"https://docshare.wps.com/thumbnails/sap-business-one-approval-procedures/488755.png","ImageObject",300,407,{"name":92,"@type":93},"Logic","Person",{"url":74,"name":95,"@type":96},"DocShare","Organization","application/pdf","2026-11-01","2026-10-01",true,{"@type":102,"interactionType":103,"userInteractionCount":44},"InteractionCounter",{"@type":104},"ViewAction",{"@type":106,"mainEntity":107},"FAQPage",[108,114,118],{"name":109,"@type":110,"acceptedAnswer":111},"What happens when an originator adds a document that matches approval conditions in SAP Business One?","Question",{"text":112,"@type":113},"The system notifies the originator that the document requires approval and saves it as a draft while the process is launched for review by approvers.","Answer",{"name":115,"@type":110,"acceptedAnswer":116},"How does the system handle documents rejected by an approver?",{"text":117,"@type":113},"An internal message is sent back to the originator with a link to the rejected document, and the originator can generate an amended version and resubmit if conditions are no longer met.",{"name":119,"@type":110,"acceptedAnswer":120},"What are the required steps to set up an approval procedure in SAP Business One?",{"text":121,"@type":113},"Activate approval procedures in General Settings, define one or more approval stages, and create an approval template that links originators, approvers, document types, and approval conditions.","https://schema.org",{"og:url":83,"og:type":124,"og:title":65,"og:site_name":95,"og:description":67},"article",{"robots":126,"canonical":83},"index,follow",{"doc_id":128,"site_id":62},488755,1791147503,{"code":4,"msg":5,"data":131},{"doc_id":128,"user_id":132,"nickname":92,"user_avatar":133,"doc_module":4,"category_id":19,"category_name":20,"doc_title":65,"doc_description":67,"doc_content":134,"file_id":135,"file_url":136,"file_type":137,"file_size":138,"view_count":44,"is_deleted":4,"is_public":8,"is_downloadable":8,"audit_status":8,"page_count":139,"language":140,"language_code":63,"site_id":62,"html_lang":63,"table_of_contents":141,"faqs":142,"seo_title":143,"seo_description":67,"update_tm":144,"read_time":145,"preview_page_count":4},1099513958762,"https://ap-avatar.wpscdn.com/avatar/1000023916a998db790?x-image-process=image/resize,m_fixed,w_180,h_180&k=1784791008015729253","Welcome to the topic on approval procedures in SAP Business One.  \nAfter completing this topic, you will be able describe the business process flow when an approval procedure is used, and set up a new approval process in SAP Business One.  \nIn the business scenario shown here, there is a requirement to approve expenses over a certain limit. These expenses should be approved by the accounting department.  \nYou can use an approval procedure whenever the work procedure requires an approval before a user can generate certain documents, for example, purchase orders.  \nIf the value of the expense document exceeds the limit, the approval procedure will block the document until it is approved.  \nLet us look at the workflow for an approval procedure:  \n• The person who creates the document is the originator.  \n• When the originator adds a document to the system, the system checks if there are any approval conditions.  \n• If the document meets the condition for an approval, the originator is notified that the document requires approval.  \n• The system saves the document as a draft, allowing the user to continue working on other documents.  \nThe approval process is launched:  \n• Immediately an internal request is sent to the first approval stage. This request appears in the Messages/Alerts Overview window and the approver can view the document. If the mobile application is integrated, approvals can be done from a mobile phone.  \n• If the approver rejects the document, an internal message goes back to the originator with a link to the rejected document.  \n• The originator can generate an amended document, and if the approval condition is no longer met, the document can be added to the system. If the approval condition is still met, another approval procedure will start.  \nIf the document is approved at the first approval stage, the approval process continues:  \n• An approval request is sent to the next approval stage (if applicable) .  \n• If the document is approved at the final approval stage, an internal message goes back to the originator with a link to the draft document. The originator can now add the document.  \nThis is an example of a fairly straightforward approval procedure. In real life, approval procedures can be more complex, requiring multiple conditions to be checked, and more layers of approval.  \nTo set up an approval procedure, you need to:  \n1. Activate the approval process in the system. To do this, choose Administration> System Initialization > General Settings. Choose the BP tab and select the Activate Approval Procedures checkbox.  \n2. Define one or more approval stages.  \n3. Create an approval template.  \nAn approval stage is a list of users who can approve the document at the same approval level.  \nAll approvers must first be defined as users in SAP Business One.  \nIn our scenario, we have two purchasing users who can approve a purchasing document before it goes for final approval to the purchasing manager, but we only need an approval from one of them.  \nTherefore two authorizing users have been defined for the first stage, but only one approval is required to allow the process to move on to the next stage. Either user can approve it. This allows the approval process to move on in case of holidaysand staff absences.  \nAt the second (and final stage) we have defined one approver – the purchasing manager who is the final approver. Note that this can be a bottleneck if the purchasing manger is absent, therefore ideally you would include another user at this stage.  \nAn approval template models the business requirements to implement an approval process. The approval template combines four elements that define the process: originators of the documents, the names of the approvers at each stage, the documents subject to approval, and the document conditions that require and approval. Therefore you must define the approval stages first before you can include them in the approval template.  \nYou can define an approval temp","cbCaifruo2QyV04G","https://ap.wps.com/l/cbCaifruo2QyV04G","pdf",2541081,28,"English","# Approval procedure overview\n## Workflow and rejection handling\n# Setting up an approval procedure\n## Activate approval procedures\n## Define approval stages\n## Create an approval template\n## Configure originators and approvers","[{\"question\":\"What happens when an originator adds a document that matches approval conditions in SAP Business One?\",\"answer\":\"The system notifies the originator that the document requires approval and saves it as a draft while the process is launched for review by approvers.\"},{\"question\":\"How does the system handle documents rejected by an approver?\",\"answer\":\"An internal message is sent back to the originator with a link to the rejected document, and the originator can generate an amended version and resubmit if conditions are no longer met.\"},{\"question\":\"What are the required steps to set up an approval procedure in SAP Business One?\",\"answer\":\"Activate approval procedures in General Settings, define one or more approval stages, and create an approval template that links originators, approvers, document types, and approval conditions.\"}]","SAP Business One - Approval Procedures | PDF",1790817259,71]