AddOn\Development that imitates B1 approval procedure.

Hello
AddOn\Development that imitates B1 approval procedure.
Our customer needs to use the approval procedure B1 core behavior provides. However, he also needs the possibility to update lined at documents that were processed through the approval process.
Is anyone familiar with such development\Addon?
Thanks in advance
Revital

Hi Revital,
I apologize. You are correct. Using the approval procedure, you can only change the values of SOME header fields, and not the row fields. I'm sorry to have mislead you.
Regards,
Vítor Vieira

Similar Messages

Approval Procedure for Specific Business Partner

Dear Experts,
Good day!
Is it possible that a certain approval procedure for credit memo will trigger only once a specific business partner is used?
Thanks!
Ashley

Yes, Ashley.
Its possible through Approval procedure based on query.
Please use below query for the same. replace hard coded vendor code with actual Vendor codes.
SELECT Distinct 'True' where $[$4.0.0] in ('V23000','V10000')
If you need to make it more systematic, then create one flag in BP master, "Approval required Yes/ No" and create a new query for this. So you need not amend the query later
Thanks
Unnikrishnan

Update Sales Order after approval procedure

Hi,
Anybody knows is there any way that we can enable updating of non-numeric field e.g. "item details" in the Sales Order's row after it's posted? Note that there is approval procedure involved, and Sales order posted with a status (approved).
I realized that only UDF at the document level can be updated. How to enable editing of UDF at the row level?
Thanks!
sianghing

No. Other than Sales Employee field, there is no option to update row level data after approval.
Thanks
Gordon

Approval Procedure for addon forms

HI experts,
Can we set approval procedure for the Addon forms?
If so,suggest me a way

Ya it is working awesome......
What all you need is to build a logic to set the approval such a way that it would work like standard Approval.
I did it separately and not linked with standard one as it was not possible I guess so.
So I created this and then by Alert I poped up this to the authority and let it work like standard procedure........
Regards,
Rahul

Approval procedure when update sales order that hasn't been approved

Dear Experts
I need some advice
Example:
- BP credit limit = 100
- Create New Sales order with amount 90, doesnu2019t need trigger approval procedure, because the amount is still under limit
- Update the SO amount to be 110, approval procedure should be triggered
But in SBO, approval procedure is not triggered for update transaction even for SO has not yet been approved, is it a bug? Will it be improved in SBO 8.8?
Is there any other way to trigger approval procedure in update mode? May be through store procedure or add on?
Really appreciate your help
Best Regards
JeiMing

Dear Gordon
I understand the concept for approval will not be triggered anymore for approved SO, because once a transaction has been approved, user will not be allowed to make any changes that related with the approval. And SBO has been made restriction for that. It is good
But, It doesn't make sense, for SO that even the approval has not been yet executed. And SBO still allow user to make any changes such as quantity and total amount. And SBO do not trigger the approval if the modification meet approval condition
If SBO was designed not trigger approval in update mode to avoid endless loop as what you said, why SBO still allow user to make any changes in unapproved SO ? it makes user can avoid the approval
Don't you think this is a bug ?
Please advice
Best Regards
JeiMing

Query that will run on the items matrix and trigger Approval procedure

Hello,
We are trying to design an approval procedure whenever an item code appears in a certain UDT.
For example, we have many items in OITM.
We have 50 of those items also in @BIN.
The approval procedure should be triggered only when the document lists one of the items that appear in @BIN.
I am using the following query:
SELECT 'TRUE' where $ [$38.1.0] IN (Select code from [@BIN] )
The problem is that the query would only search on the first row and wouldnu2019t continue to the next rows.
Do you have any idea how to bypass this limitation?
Thanks in advance
Revital
SELECT 'TRUE' where $[$38.1.0] IN (Select code from [@BIN] )

Hi Revital,
One way to implement this functionality would be to use a UI API that verifies the values while filling the items in the Matrix. For this you would need a little programming knowledge but no extra license.
There is a lot of information including Code Samples in the SDK Package delievered with every patch of Business One.
Kind Regards,
Friederike Mundt

Query that will trigger on Approval Procedures

Hi All,
I have this requirements that the user will prevent them to Add the Sales Order by triggering the Approval Procedures. I need the script that i can use to link on the Terms Based on the User Queries. The script will check if the Unit Price is deviates 50% from the original Unit Price.
Thanks and Regards,
Melvin

Hi Melvin,
User query approval will only work on document header. Line level checking is not possible unless you just care about the first line.
Thanks,
Gordon

Reg:Approval Procedure for AddOn

Hi Experts,
I would like to give the Approval Procedure for my Add-on.
Is a way to do it?
I'm using 9.0 PL08.

Hi Nagarajan,
Thanks for your reply.In my Add-on,we are giving Project codes like 'E123' or 'P145' or 'O22'
and depending upon the starting letter(E or P or O) of the Project code the Approval Procedure will design like following.
    Project Code              Approval 1        Approval 2
   if     E123                       Name1             Name2
   if     P145                       Name2             Name3
   if     O22                         Name3             Name4

In approval procedure user do not want to refresh the software

Hi all,
In approval procedure i prepare the approval for outgoing payment, so when the user pass the transaction the approval going to manager but my issue is the manager must refresh his user when any new approval is coming.
i don't want to refresh again & again so you have any solutions of these tell me.
Regards,
Mobin

This is a database function that you have to refresh to get new data displayed. If you do not like it, I am afraid something must be developed by SDK tool to auto refresh for users. It may not be achievable though. Post it on SDK forum to involve experts there.
Thanks,
Gordon

External requests and QA Approval procedure

Hi all,
We have the standard solution QA Approval procedure implemented. This solution is to become mandatory the approve of all requests in Quality Assurance systems before imported in production system. When I have an external request imported in the development system, it arrives with a different transport layer. The SAP suggestion is create a request of transport of copies, and after then copy the external request to this new request. The problem is that when we are transporting the new request (transport of copies), it also cannot be approved in QA.
I'd like to know if somebody already configured the QA approved procedure for external requests.
best regards

Did you put a message to SAP? I have never come across this problem.
What is your system release?
Juan - This issue is not related to workflow

Approval Procedure for User Form

Dear All,
I am developing a Requisition add-on. It contains 2 stages. First user creates a requisition & then the authorized person approves this requisition. My problem is that when user creates a requisition, an automatic alert should be on the authorized person side. I can use Alert for this process. But my client wants the same functionality as the Approval Procedure in Admin Module. Can I use the approval procedure for the add-on forms also. ? If yes, then how can I do that because Approval Procedure does not show the user form. Help me regarding this. Any reply would be appreciated.

Hi,
Approval Procedure is not available to User Form. You may try to create the similar process by SDK but that needs too much coding.
Thanks,
Gordon

How to start approval procedure for a Document/Draft using DI API

Hi!
My code imports purchase orders from one non-B1 system to SAP B1 using DI API. The problem is that in B1 system there is an approval process configured and I need the newly created purchase order to enter this approval process.
Currently this is not done because approval procedure isn't triggered when creating documents using DI API.
I had an idea to create a draft of PO instead of the PO and then push this draft into approval process somehow. But I can't find a way how to tell DI API to start approval procedure for my draft/document.
Thank you for your replies!
Jan

Unfortunately there is no way to trigger the approval process for any object added through the DI API.
Your workaround of adding the documents as drafts is as close as you can really come but maybe you could extend it slightly - it will involve a UI API addon:
Make the addon mandatory, and add a UDF to the user table, for example "U_Approver" and a UDF to PO document, like "U_Approval"
- Set this U_Approval to yes when adding through DI and add as draft
- When user opens draft document in the application, check are they an approver (U_Approver = "Y")
- If they are not, and try to view/add a draft which is flagged as needing approval, block them from adding.
You could further expand your DI project to send a mail to the approver whenever a draft PO is added.

Cancel an approval procedures

Under the Approval Procedures 2 tutorial the following was stated, but it does not seem to work. Can anyone help me Cancel an approval procedures?
<i>In order to cancel an approval procedure, highlight a document row and select from the upper menu Data / Cancel.
In order to restore a canceled approval procedure, highlight a document row and select from the upper menu Data / Restore. The approval procedure will be continued from the stage it had been canceled.</i>
Message was edited by: Frank Moebius

Hi Laura,
I tried to check it out (with 2005) and found that to my estimation the behavior was different than stated in the tutorial; I could close or remove the approval, but never cancel...
Where did you find it? On Service Marketplace / Education / Solution Consultant Curriculum (2004?) ?.
Maybe it is outdated - or there is a bug, but I can only guess.
Furthermore this forum is more targeting the SDK area - though every developer should also know about such features...
BTW: I heard that it is planned to expose approval procedures in DI API in 2006 or in a potential SP for 2005... - let's hope. Maybe the "Cancel" works there
Therefore I propose to create a message to Support on Service Marketplace.
Thanks,
Frank
Message was edited by: Frank Moebius

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

SBO - Approval Procedures at row level

Does anyone know how to create an approval procedure that is triggered by a row field. For example if I want an approval procedure that verifies discount percentage in row level.
There must be a workaround, cause I know this is not a functionality in SBO.
Thanks,
Hernán Baudrit

The way you could solve this is to create a UDF at Header level and link a formatted search which loops through the number of rows in the transaction and returns TRUE if for example the Discount % is greater than allowed.
The coding should be something as follows:
Declare @Counter as integer
Set @Couter = 0
Declare @TempTable TABLE (STAT varchar(50)) -- Temporary table holding results of loop
Declare @LoopFor as integer
Set @LoopFor = (select (*) from (select T1.DocEntry
                                                          from INV1 T0 join OINV T1 on T0.DocEntry = T1.DocEntry
                                                                  where T0.DocNum = $[OINV.DocNum])
While @Counter < @LoopFor
BEGIN
      Declare @Disc as integer
       Set @Disc = ( select T1.DiscPrcnt
                                        from INV1 T0 join OINV T1 on T0.DocEntry = T1.DocEntry
                                                   where T0.DocNum = $[OINV.DocNum]) and T1.LineNum = @Counter
     IF @Disc > 20
     BEGIN
              INSERT @TempTable VALUES ('TRUE')
     END ELSE INSERT @TempTable VALUES ('FALSE')
@Counter = @Counter + 1
END
SELECT Distinct 'TRUE' from @TempTable where STAT = 'TRUE'
Please note that the coding is not 100% accurate but should give you an idea of how to work around the problem.
Next you should write a simple validation query on the value of the UDF to check whether it is set to 'True'.
I hope this helps.

AddOn\Development that imitates B1 approval procedure.

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