Approval Procedure for Sale Orders

Hi Experts:
Anyone can help me?...I´m needing an Approval Procedure for Sale Orders to be activated whenever the user is trying to give diferent discount percentage from the one assigned in the price list throughout Period Discounts. We have Sap Business One 2007A SP01 PL05
Thanks very much in advance
CLAUDIA

Hi CLAUDIA,
This has to be done through user query approval.  However, since I don't have similar environment to try, you may start to create your own query first.
Thanks,
Gordon

Similar Messages

  • Query Based Approval Procedure for Sales order .

    Hi 
    I have created query for SO which results above 5000 d 50,000 .
    By using this each query i created two seperate Approval Procedures which So is >5000 d >50000.
    If So>5000 Approval Procedure wants to activate same thing for >50,000., Bur approval Procedure is not working wat will be the cause. i have linked this query In Terms as when the following applies.
    If SO >5000 approved by user A.
    If SO>50,000approved by User A & B.
    Regards
    Giridharan

    Hi Giri
    Your query for the first should be as follows:
    SELECT DISTINCT TRUE
    WHERE $[$29.0.NUMBER] > 5000 AND $[$29.0.NUMBER] < 50000
    For the second query:
    SELECT DISTINCT TRUE
    WHERE $[$29.0.NUMBER] > 50000
    The query you were trying to use is looking at the table which will only apply to documents already posted, and as that query is not being filtered specifically it is bringing back all the records and getting confused. You must reference to the runtime value of the document being posted.
    Kind regards
    Peter Juby

  • How to implement Approval hierarchy for Sales Order in Order Management.

    Hi,
    We need approval process for sale orders in Order Management module. Currently we are using credit HOLD option for orders at shipping level. The issue we are facing now is we can not cancel those orders who contains Service Line item in it while on HOLD. The restriction raised at the time of cancelling the order that the Line Item is "fulfilled". Service line item's get fulfilled.
    Is that any other possibility to have Approval hierarchy for Sales Orders in Order Management Module? If it is possible can anybody share the related document or implementation guide?
    Thanks with anticipation in advance.
    Many Regards
    Kaleem Bhatti

    I copied the standard order header workflow and the "Book Order, Manual" workflow to custom workflows.  I then modified the "Book Order, Manual" workflow to put another completely custom workflow (call this "Approvals") in between the "Book Eligible" and "Book" steps.
    The "Approvals" step assessed the sales order, changed the order header to the pending approval flow_status_code, and sent out the appropriate notifications.  The "Approvals" step returned a Complete/Incomplete where complete would proceed to "Book" and incomplete would go back to "Book Eligible."  The new workflow was then assigned to the order type needed.  I don't still have access to that environment (job change) or I would give more definite instructions.

  • Different  Pricing Procedure for Sale order and Billing Document

    Hello Experts
    As per scenario,we create Excise Invoice (T-Code J1IIN) on Basis of Proforma Invoice.Proforma Invoice and Excise Invoice follow Pricing from Sale Order.AS per pricing Some excise condition types are get update in Proforma and excise Invoice.
    AS Per Customer Payment Confirmation we Create Export Billing Invoice (T-code VF01) on basis of Outbound delivery.
    Issue -: AS per export Billing Rule we don't want to update Excise Condition type in Export Billing Document,and at same time it should not create any accounting entries for same condition type. we Dont want excise Duity in Export Billing Document as Export Billing Doccumnet aslo Follow Pricing procedure of Sale order
    Should i create new Pricing procedure or what other things to solve above issue.
    Please help me out
    Thanks and Regards
    Pash@SD

    Hello,
    The key to your requirement can be maintenance of Excise condition type with proper access sequence and accordingly maintain condition record for them.
    You create an access sequence with following access:
    - Country / Plant / PlntRegion / Region / Price grp / Mat.pr.grp / Materia
    - Country / Plant / PlntRegion / Region / Price grp / Mat.pr.grp
    - Country / Plant / PlntRegion / Region / TaxCl1Cust / Mat.pr.grp
    - Country / Plant / PlntRegion / TaxCl1Cust / Mat.pr.grp
    For export maintain condition record based on any key combination, say for
    Country / Plant / PlntRegion / TaxCl1Cust / Mat.pr.grp - Tax % - Tax Code
    FR / 1000 / KR / 03 (EXPORT) / 04 / 0% / V1
    I hope this can assist you.
    Thanks & Regards
    JP

  • Store procedure for sale order

    hi
    i want store procedure that we can't add stand alone sale order without sale quatation

    hi,
    you can check my post in this link
    Re: Storeprocedure for sale order without sale quotation
    regards
    Fidel

  • Approval Authorization for Sales Order

    Dear Experts,
    Can anybody help me by providing a user query for Approval templete for the following condition.
    The system should prevent the sales order & Delivery when the customer is having one oustanding invoice above 90 days and the balance due for that invoice is less than Rs. 100
    Regards,
    Srinivas

    Hi Gordon,
    Thanks for your effort. I am getting the approval window after the sales order . ie at delivary it is asking me for approval and also for every delivary it is asking even the customer doesn't have any outstanding. if the approval process activates during SO genaration time ..then this will be helpful.
    If any previous invoice having outstanding balance >100 and if it exceeds 90 days then it should ask for approval. But the system should not check the Customer account balance.
    Regards
    Srinivas

  • Approval for Sales Order

    Hi All,
            Is it possible for me to set an approval procedure on sales order in case the user forgets to fill in the remarks column??? please help with the query.
    Thanks in advance,
    Joseph

    Hai!
    If, your requirement is block users to add SO without remarks, then u do with Strored Procedure.
    if @transaction_type = 'A' and @object_type = '17'
    begin
    if exists(select T.docentry from ORDR T where T.docentry = @list_of_cols_val_tab_del and
    (T.comments is null or T.Comments=''))
    begin
    SET @error = 17
    SET @error_message = N'Enter the Remarks'
    end
    end
    Add this code in SP_TransNotification of your company DB.
    Please test it in a test system and put in Live
    Regards,
    Thanga Raj.K

  • Problem after change item status procedure in sales orders.

    Hello experts,
    I have changed item status procedure for sales orders. But now all BDoc with queue name CSA_ORDER_xxxxx remain in state 'Written to qRFC Queue (intermediate state)' and needs to be reprocessed manually.
    No problem reprocessing.
    Have somebody any idea ?
    Best regards
    Juan Salom

    Hi,
       Is your inbound queue un-registered(type U)? Look at trx.
    SMQR
    and see if it is in un-registered. If yes, select the CSA_ORDER_*** queue and click on
    Registration
    button.
    If this does not help, re-generate your Bdoc services (for Bdoc BUS_TRANS_MSG) using
    SMOGGEN
    or
    using the generation workbench.
    Then try the delta once again and observe for queue and Bdoc status in the
    SMW01
    Hope it helps! Reward if helpful.
    Regards,
    Sudipta

  • Different pricing procedures on Sales order and billing documents

    Hello All,
    I have come across a situation where I will have to maintain seperate pricing procedures for Sales order and the corresponding billing document.
    I was just wondering if this is normal. In my previous projects I always had same pricing procedure for the order and the billing.
    Please share your experience.
    Appreciate your help.
    Thanks,
    Raj

    Hello Friend
    This is a very common requirement in many implementations depending on the scenario
    Sales order with one pricing procedure The same sales order when goes for billing
    Billing document with another pricing procedure
    Settings needed
    Order type VOV8 has a document pricing procedure  Say A
    Billing type VOFA has a document pricing procedure  Say B
    Sales area 1000,10,00 and CPP is 1
    OVKK settings is like this
    1000,10,00 DPP A, CPP1 Pricing procedure is  RVAA01
    1000,10,00 DPP B,  CPP1 Pricing procedure is RVAA02
    The control data in both  RVAA01 and RVAA02 is different
    In VTFL between your del type to billing type aunder the header that item level The pricing type should be B (carry out new pricing) if delivery related billing
    In VTFA betwen your ord type to billing type aunder the header that item level The pricing type should be B (carry out new pricing) if ordery related billing
    Now the same sales order will carry PP RVAA01at order level and RVAA02 at the billing document
    There can be some business scenarios you want to add some extra discount at the time of billing
    That time you have a discount type added in the billing PP so that it is reflected in the billing
    This is scenario dependent
    Hence SAP has given the option of DPP in VOFA so that by billing documentwise we can differentiate
    To achieve this Copy control settings and DPP should be different both in VOV8 and VOFa
    Regards
    Raja

  • How to create Approval procedures for various departments

    Hi Experts,
    I want to create a approval procedures for sales , purchase, production and finance screens.
    I am going to the Approval stages , there i am giving name, description and selecting authorizer and finally when i want to select the sales module under department , there i can see only general .
    i cldnt see all the departments here. what is the reason?  solution for this. PLease.
    Thanks & Regards,
    Dwarak

    Hi Dwarak,
    Please specify the department in Administration --> Setup --> General --> Users and find the user code and then map the departments.
    In the Approval templates  Originator is where the users can be setup and in the select the required documents and map the create th Approval stage ( The user who authorises the document created by the originators)
    Regards,
    Rakesh N

  • Approval Query  for Sale Delivery Problem

    Hello,
    I have to set approval procedure of Sale Delivery in following condition
    If i add sale order for Specific item for 10 Qty for example C01 customer & after that i add sale order for same item qty 10 for another customer ie C02 & i have stock for that item 50 but user give delivery first to C02 in staid of C01 but C01 give me first order
    on this condition i have to set approval user can't deliver second sale order first he have to take approval from manager to do this & he deliver first order first then then don't have to need approval.
    Can any one help me?

    Hi,
    Row level approval is not possible in SBO.
    You may check this for your reference: http://www.beonesolutions.com/ip/Solutions/ap.html
    Thanks,
    Joseph

  • What is release strtegy for sales order

    hi gurus
    what is release strategy for sales order
    can any one throw some light
    points awarded.
    kishore

    Dear Rama,
    There is nothing like release strategy for sales order. There is a release strategy for purchase order. A bit of search on sdn forum in MM section will help you a lot on this area.
    For your reference, The release code is a two-character ID allowing a person to release (clear, or approve) a requisition or an external purchasing document. The release codes is basically controlled via a system of authorizations (authorization object M_EINK_FRG).
    Use SE12, structure CEKKO to check all the fields available for controlling the Purchase Order.
    e.g. If the total value for the Purchase Order exceeds 10,000, release strategy 01 is assigned to the Purchase Order.  There is only one characteristic created in this example.  For controlling the Purchase Order type, create characteristic for CEKKO-BSTYP and the value NB.
    CT04 - Create Characteristic   e.g.  NETVALUE
    Click Additional data Table name CEKKO      Field name  GNETW    and press enter
    (for currency dependent field, you are prompt to enter the currency which the system then converts the currency of the Purchasing document into this currency)
    In the Basic data (X refers to tick),
    X    Mutliple values
    X    Interval values
    In the Value data, in the Char. value column, type >10000 and press enter
    Save your data
    CL02 - Class
    Class - Create REL_PUR
    Class type - 032
    Click Create
    Description - Release Procedure for Purchase Order
    In the Same Classification section, click Check with error
    In the Char. (characteristic) tab, type NETVALUE to assign your characteristics to the class
    OMGS - Define Release Procedure for Purchase Order Type
    Release Group - New entries
    Rel.group   Rel. Object   Class                 Description
      02                                 REL_PUR        Rel. Strategy for PO
    Release codes - New entries
    Grp         Code
    02           01
    Release indicators
    Release indicators           Release        Description
          0                                                        Blocked
          1                                     X                Release
    Release Strategy
    Release group   02
    Rel.strategy    01
    Release codes   01
    Release status   0
                            1
    Classification   Choose your check values
    OMGSCK - Check Release Strategies
    (make sure there are no error messages)
    Once the Purchase Order is not release, buyers will not be able to print the Purchase Order.
    Goods Receipts will be shown with Message no. ME 390 - Purchasing document XXXXXXX not yet released.
    In 4.6c, Purchase Order with Release Strategy have a tabs at the end of the Header.  This allowed the buyers to check the release status of the Purchase Order.
    The person with the release authorization have to use ME28 to release the Purchase Order.
    Hope this helps you.
    Do award points if you found them useful.
    Regards,
    Rakesh
    P.S. you can send me a mail at my mail id [email protected] for any specific details

  • Workflow for Sales Order Release via Status Profile

    Dear all,
    i want to make a workflow for sales order which have 4 User Status in One status profile.
    Once Event triggered for sales order
    1.   Mail should go to main authority with sales order number.
    2.  Once authority will do some changes in the required field then he/she changes
         the user status-1 from defauts as per line Item and mail should go to department no-1 (Head authority).
    3.  Once again same changes in sales order but now user status-2 from user status-1
         as per line Item and mail should go to department no-2 (Head authority).
    4.  Once again same changes in sales order but now user status-3 from user status-2
         as per line Item and mail should go to department no-3 (Head authority).
    5.  Once again same changes in sales order but now user status-4 from user status-3
         as per line Item and mail should go to department no-4 (Head authority) .
    and parrally for each changes of Status mail should also go to User (Event Creator).
    6. Finally mail sholud go to User as you are permitted to do next business transaction for this sales order
    Please tel me the process as i am very new this topic and i am always going to stuck in Binding.
    please help me out.
    Thank You

    Hi Neeraj,
    First of all start with SWELS and SWEL T-Code to check if any standard event is getting triggered or not. If event is getting triggered, then use the same event to trigger the workflow; otherwise create a custom event of BO and use the same to trigger the workflow.
    Hope you are aware of T-Code SWO1 and delegation of BO. The BO used for your requirement will be BUS2000115.
    As you want the workflow to get triggered only for one status profile and one of its status, so use check function module. There set the condition for you status profile and status.
    The FM which you will be using the most is CRM_ORDER_READ. To read the status, you can also use CRM_STATUS_READ_OW.
    Now simply make the approval steps in the workflow using activity. In the activity, you can use the standard method USERSTATUSPOPUP to send the workitem for approval. In each step use the same activity with different agents as approvers.
    Just go with these things and let me know if you get stuck up somewhere.
    Regards,
    Guddan

  • Report for Sales Order Change History   CDPOS and CDHDR

    How to take a report of the data for the Sales Order Change history for a particular period of time. It is required to take a report of all the Sales Orders for which the basic price has been changed. Please let me know the procedure. I could not get the data from the table CDPOS and CDHDR
    Helpful answer would be rewarded.
    Regards
    Praveen

    Dear Praveen Kumar
    Have you tried with VBAP where sale order details at item level would be stored.
    Moreover, to my knowledge, there won't be any changes as for as pricing is concerned at sale order level but there is at billing level.  Normally, any price increase / decrease would reflect in billing.  So why dont you to table join through SQVI VBAP (for sale order details) and VBRP (for billing details) so that you can compare the selling price in sale order with billing. 
    Thanks
    G. Lakshmipathi

  • Error reading material cost estimate for sales order (KE292)

    Dear All,
    I have an issue with billing. we are posting july month transactions, the material cost is maintained through MR21. When releasing billing document for accounting we are getting error message like"Error reading the material cost estimate for sales order "11"
    Message no. KE292
    Diagnosis
    In Profitability Analysis (CO-PA), the system tried to valuate item 000010 of sales order 11 by reading the corresponding product cost estimate.
    However, no product cost estimate could be found for this sales order item.
    The system accessed product costing for product AMLFP011011XX00P using costing key YB3 as defined in the
    CO-PA Customizing settings.
    System Response
    The system cannot process the document any further.
    Procedure
    Check your Customizing settings."
    We cross checked with other client as a current date and we ran cost estimate through CK40N with same material. and we posted entries. Here it is working fine. but in above process it is not working. Can you pls guide me where i missed.
    Regards,
    Nagaraju,

    Hi,
    When the Costing Key is assigned to the material types in the COPA customizing, then system expects Cost estimation when billing is released to Accounts.
    If you dont run cost estimation but update the material master through MR21, system will not accept as in the Costing key configuration you must have selected the Current Standard price field for the valuation.
    Hence, try to run cost estimation and then do releasing.
    Thanks & Regards
    Ravi Kumar

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