on 06-30-2017 10:13 AM
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?
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.
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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
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