Supports companies in which the standard work procedure requires an approval from a manager or senior member in order to generate certain documents.

A document’s approval procedure begins as you add it as a draft document in SAP Business One. At the same moment, a request for approval is sent to the appropriate employee (according to the definitions in SAP Business One). The procedure ends when you receive a final approval and add the document.

An approval procedure can include as many stages as required, and can be based on complex conditions. The approval procedures are taken into account in the following scenarios: when creating documents via the document generation wizard, when running the MRP order recommendation report, when creating purchase order from sales order and when creating target documents directly from the base document.

Approval procedures can be applied on sales, purchasing, and inventory documents.

Users are able to create a large number of alerts that will be sent automatically to selected users in SAP Business One whenever certain system events occur. There are two types of alerts, predefined and user-defined. In addition, approval procedures generate alerts if their conditions are met. Messages triggered by alerts can be sent internally or externally.

Alerts are optional and can be modified, deactivated or removed at any time.

Alerts only notify the appropriate parties; they do not stop a document from being posted. The notified user can reply to the alert using the messaging function and this reply, like the original alert, can be sent internally, or externally.

Role-based notifications for alerts, emails or reminders are possible for the following events:

- Create Project, Delete Project, Change Project Status

- Change Phase Status

- Change Contract Status, Exceedance of Contract Volume, Exceedance of Contract Position Limit