In SAP Business One, you can save most documents as drafts. This lets you change and process them before adding them to the database as regular documents. This may be required because a document is only partially filled out and it will be completed later. Or perhaps someone knows how to fill out one part of the document but needs help from someone else to finish another part. Document drafts can also be used as templates for documents that must be filled out over and over again with minor changes.

A draft document triggers neither a posting that changes quantities or values in the stock nor changes in the accounting system for an invoice.

You can save the following types of documents as drafts:

  • Sales and purchasing documents
  • Incoming and outgoing payments
  • Checks for payment
  • Inventory documents, for example, inventory transfers, goods receipt and goods issue documents

You can also generate and display a list of drafts according to your specifications, enabling you to choose whether to delete, update, or add certain drafts.

In addition to manually saving documents as drafts, you can also create drafts through approval procedures. For more information, see Approval Processes.

 

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