Navigating the Approval Process

Objective

After completing this lesson, you will be able to trigger the request for approval n the Web client and get it approved.

How to Navigate the Approval Process

Alex is a junior salesperson at OEC Computers. His manager, Adele, has configured the Approval Process Settings in SAP Business One, Web client so that each time Alex creates a new sales order, Adele will need to approve it first.

In the following video, you see an example of a simple end-to-end approval process that Alex and Adele go through.

The approval process that Alex goes through. He starts by adding a document, which requires an approval from his manager Adele. A draft doc is created, and the request is sent to Adele. Adele approves the request, and Alex adds the approved doc.

If the Send Approval Process Notification via Email option is turned on in the Approval Process Settings, then authorizers and originators will get emails notifying them about requests. For example, the following image shows an email telling an authorizer that they have a request pending their approval. The email includes information such as:

  • The document type and draft number
  • Who it was requested by
  • Remarks by the requester
  • When it was requested
  • The applied approval template
  • The current approval stage

The draft document can be directly accessed via the link provided in the email.

An email notifying the authorizer that there is a request pending their approval.

Similarly, the following image shows an email to an originator notifying them that their document was approved or rejected. The email includes information such as:

  • The document type and draft number
  • Remarks by the authorizer
  • Who it was authorized by

The draft document can be directly accessed via the link provided in the email.

An email notifying the originator that there is a request has been approved.

Summary

The approval process involves the following steps:

  • The originator creates a document that requires approval and submits it with remarks for the authorizer.
  • The authorizer is notified of pending approval requests via the notifications in the Web client or via an email notification and can then approve or reject the document.
  • The originator is notified on approval and generates the document once approved.

Learning

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