Aptly + SAP Business One

Overview

Aptly integrates with SAP Business One to extend your Delegation of Authority (DoA) and approval governance into operational and financial ERP workflows. This integration ensures that approval limits, signatory permissions, and decision-making authorities defined in Aptly are reflected in SAP Business One’s transaction, procurement, and financial processes — maintaining compliance, reducing manual work, and preventing unauthorized approvals.

SAP Business One, a comprehensive ERP solution for small and mid-sized enterprises, manages core business processes including purchasing, inventory, financials, production, and customer management. By connecting Aptly with Business One, organizations align governance controls with execution systems, providing a consistent, auditable authority framework across the enterprise.

Key Capabilities

Real-Time Authority Synchronization
Aptly pushes delegated authority assignments, approval thresholds, and signatory permissions into SAP Business One. Whenever a delegation is issued, updated, or revoked in Aptly — whether manually or via HR/identity data changes — those changes propagate automatically into Business One approval workflows.

Automated Approval Enforcement
SAP Business One transactions — such as purchase orders, invoices, and payment requests — validate approval authority against Aptly’s delegation data. This ensures that only authorized users can approve or commit ERP actions in compliance with corporate governance policies.

ERP Data Structure Alignment
Aptly maps governance attributes (e.g., business units, cost centers, departments, entities) to SAP Business One structures such as branches, projects, and organizational hierarchies. This ensures authority policies are applied accurately within Business One’s native approval and workflow logic.

Configurable Field Mapping & Rules
Default field mappings support SAP Business One’s standard transaction and master data fields, while Aptly’s configuration tools allow customization for entity-specific rules, conditional threshold logic, and complex multi-entity approval models.

Comprehensive Audit & Compliance Tracking
Each delegation synchronization and ERP authorization event is logged with full traceability. Compliance teams gain visibility into what changed, when changes were applied, and how delegation logic impacted approvals — supporting internal audit, SOX, and regulatory reporting.

Value to Organizations

Integrating SAP Business One with Aptly unifies governance policy with operational execution in one automated framework. This eliminates manual reconciliation between ERP approval routes and corporate delegation matrices, reduces compliance risk, improves financial and procurement controls, and provides a single source of truth for authority and approval data across your organization.

Example Use Cases

• Purchase Order Approval: Automatically enforce delegated purchasing thresholds in Business One based on Aptly’s authority limits.
• Invoice and Payment Control: Ensure that invoice approvals and invoice batching workflows respect current delegation assignments.
• Budget Enforcement: Validate that budget requests and changes are only approved by users with valid authority.
• Branch & Entity Controls: Apply entity-specific delegation rules aligned to Business One’s multi-branch and organizational structure.
• Audit & Traceability: Export detailed logs correlating SAP Business One transaction approvals with Aptly delegation changes for compliance reporting.