Caroline Ininga

This functionality in Sap Business One can be used when an approver of a certain document is out of office for whatever reason. They might be on leave or out on field work and therefore not in a position to approve the required documents.

When this is the scenario, you can set up another user as a substitute approver for a specified amount of time when the main approver is out.

Follow the following steps to set up another user in sap business one as a substitute approver;

  1. Go to the menu path: Modules>>Administration>>Approval Process>>Substitute Approver for Templates                                                                                                                                                         

2.   On the Authorizer code, enter the user code of the user you would like to be substituted.

3. On the Substitute authorizer code, enter the user code of the user you would like to act as a substitute

4. Enter the validity of the substitution on the From Date and To Date fields

5. On the template code field, select the approval code to be substituted. NB: You can select  All  if you want the current user to be substituted in all his/her active templates.

Please note that when you set another user as a substitute approver, the substitute approver is the one who receive approval alerts in the messages/alerts box as long as the substitute approval template is active. The main approver doesn’t receive this alerts but can still approve documents using the approval reports (Approval decision report & Approval status report).

  • This feature is only available in SAP Business One 10 FP 2105


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