6.5 Approve Financial Document Template

This topic provides systematic instructions about the procedure to approve a financial document template record.

All the maintenance activities of financial document templates created for the sector, industry and sub-industry combination must be approved by the authorized person.

In the View Financial Document Template screen:

Figure 6-7 View Financial Document Template



  1. Click the action icon in the record that needs to be authorized and then select Authorize.
    The following screen is displayed.

    Figure 6-8 Approve Financial Document Template



  2. Select the Mod Number
  3. Click Confirm.
    The confirmation dialogue box is displayed.

    Figure 6-9 Confirm Financial Document Template Approval



  4. Type the Remarks.
  5. Click Confirm.
    The financial document template maintenance action is approved.