Skip to Content
0

Outgoing Payment Approvals Worflow

Jun 30, 2017 at 09:13 AM

51

avatar image

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?

10 |10000 characters needed characters left characters exceeded
* Please Login or Register to Answer, Follow or Comment.

2 Answers

Robert Grimes
Jun 30, 2017 at 10:50 AM
0

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.?

Rob.

Show 1 Share
10 |10000 characters needed characters left characters exceeded

Yes. In terms tab you can set the condition as per your requirement.

Regards:

Balaji.S

0
Balaji Selvaraj Jun 30, 2017 at 09:23 AM
0

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.

Regards:

Balaji.S


template.jpg (45.4 kB)
Share
10 |10000 characters needed characters left characters exceeded