How to Set Approval Template in SAP Business One

Setting up Approval Templates in SAP Business One is the first step to ensuring business documents are processed correctly. This process involves defining rules for documents that require approval before they can be finalized. In SAP Business One, you can configure approval templates for various documents such as sales orders, purchases, or invoices.

Steps to Set Up Approval Templates:

1. Enter the Administration module in SAP Business One.

2. Select Approval Templates under Approval Procedures.

3. Organize documents that require approval and define specific rules or conditions.

Conclusion

By setting up approval templates, you ensure the approval process runs according to predefined rules. Learn more about multi-level approvals to improve control in more complex transactions. Go back to the main guide in Mastering Approval Flow in SAP Business One: The Complete Guide.