How to: Set Up Document Inclusions

You can choose which type of sales or purchase document should be included in the approval process and which approval type and limit type to use.

A set of templates has been provided that you can use to set up the documents. This is accomplished in the Approval Templates window.

To set up which documents to include in the approval process

In the Search box, enter Approval Templates, and then choose the related link.
Select a template, and on the Home tab, in the Manage group, choose Edit List.
To enable the template with its default settings, select the Enabled check box. You can also modify the following settings to better fit business needs.
- Approval Code
- Document Type
- Approval Type
- Limit Type
For more information about a specific field, select the field, and then press F1.
To add more approvers, on the Home tab, in the Process group, choose Additional Appr. to open the Additional Approvers window.
Set up the additional approvers. For more information, see How to: Set Up Additional Approvers.

Note

After you select a template, select the Enabled check box to make the template active.