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Former Member

Outgoing Payment Approvals Worflow

I have been searching the web to find out whether it is possible to setup a payment approval process for outgoing payments in B1. A lot of the information I've found suggests it is possible, but nothing absolutely clear. So my questions are:

1. Is it possible to have outgoing payment approval workflow in Business One.

2. Where do I find details on how to set this up which is not the generic approval workflow information I have found to date?

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2 Answers

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    Former Member
    Jun 30, 2017 at 10:50 AM

    Hi Balaji,

    Excellent thanks! And then it's possible to set up various approval rules in accordance with the standard functionality e.g. approval of payments over a certain value need x many approvers, or at least y people need to approve a payment before being released, etc.?


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  • Jun 30, 2017 at 09:23 AM

    Hi Robert,

    Under Adminstration--> Approval Procedure

    1) Create a Approval Stage for Authorizer

    2) Create a Approval Template for originator ,

    in the document tab check the Payment option --> 'Outgoing payment' ,

    in the stage tab select the previously define approval stage as on step 1 and

    in Terms tab use the option for always or on particular condition either system define or query based.



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