Approval on itemcode

we want to create an approval on the itemcode field of a sales order.
In previous posts that I've seen, it's been stated that the approval process will not loop through the matrix on the sales order line by line.
I was wondering if this is still the case, or if anyone knows a workaround outside of the SDK.

I can suggest a workaround for approval on item code level:
1. Create a header level UDF e.g. named ForApproval with possible values Y and N, with default value N.
2. Write code the SBO_SP_TransactionNotification stored procedure, that signals an error message u2018You should set ForApproval to Y!u2019 if U_ForApproval=u2019Nu2019 and there is any line with the item code fulfilling your criteria.
3. Set an approval procedure according to the header level ForApproval field.

Similar Messages

Set approval for inventory transfer document

hi
i am using sap b1 with 2005
i want to set approval to particular product manager when transfer item from one warehouse to other warehouse in inventory transfer document
for that i write query in query generator like
SELECT T0.DocNum, T1.ItemCode, T1.Dscription, T1.Quantity, T2.SWW FROM OWTR T0 INNER JOIN WTR1 T1 ON T0.DocEntry = T1.DocEntry INNER JOIN OITM T2 ON T1.ItemCode = T2.ItemCode WHERE T0.DocDate >=[%0] and
T2.SWW ='chandan'
{chandan is name of product manager}
so please send query that will support for approval template.
regards,
sandip

In the Approval templates > Document tab ..only the documents listed can have an Approval Procedure tied to them.
If Inventory transfer is not listed there, you might not be able to create one
Suda

Approval Tempate Terms Query Problem

I have a query that i've included in the Approval Tempate - Terms Tab, that checks to see if any order lines after discount price is less than a Item UDF minimum price for the item. It is as follows:
SELECT DISTINCT 'True'
FROM [dbo].[ORDR] T0 (nolock)
INNER JOIN [dbo].[RDR1] T1 (nolock) ON T1.[DocEntry] = T0.[DocEntry]
inner join [dbo].[OITM] T3 (nolock) on T3.ItemCode = t1.itemCode
where T0.[DocNum] = $[ORDR.DocNum]
and T1.INMPrice <= T3.U_LBSiMinPrice
My problem is that the Approval is not kicking off no matter the outcome of the query. Meaning if the price is < the minimum price or > the minimum price, the approval pop-up window does not appear.

Hi Scott,
B1 does not support approval queries on document lines. you can query only document header.
you can either try to workaround it with all sorts of aggregate UDFs in the header, or alternatively take a look at:
[http://www.beonesolutions.com/ip/Solutions/ap.html|http://www.beonesolutions.com/ip/Solutions/ap.html]
all details, including the ability to query all document tables, are in:
[http://www.beonesolutions.com/files/Approval_Pro_Brochure.pdf|http://www.beonesolutions.com/files/Approval_Pro_Brochure.pdf]
Gilan

Approval procedure on item groups

Hi All
I would like your assistance on this query, I need a query that will execute an approval procedure when an item with item group name contains or part of the word software is used on the sales quote .
I need to know how can i pull the item group from a selected item and display that on a udf and use info on that udf to trigger an approval .
Thanks
Bongani
Edited by: Bongani Dlamini on Jul 13, 2009 1:25 PM

hai Bongani Dlamini
Row level approval is not possible in SAP B1,as a work around try this query in approval template,this will help u to check
only first item,other wise u have to write stored procedure
SELECT DISTINCT 'True' FROM QUT1 T0 WHERE $[$38.1.1] =
(select distinct itemcode from oitm o1,oitb o2 where
o1.itmsgrpcod = o2.itmsgrpcod and o1.itemcode = (select $[$38.1.1] ) and o2.ItmsGrpNam like '%Software%' )

Approval Authorization Template

Hi All,
We are trying to set an approval by invoice line item. We want approval authorization when the quantity of specified inventory items are not between ranges identified per each item in user defined fields. The approval authorization only works if the specific item is in the first line of the invoice, otherwise it ignores it.
We are using the following query:
SELECT Distinct 'TRUE' FROM OITM T0 WHERE T0.ItemCode = $[$38.1.0] AND $[$38.11.NUMBER] NOT BETWEEN T0.U_RWeightMin AND T0.U_RWeightMax
We would really appreciate some help in making this happen.
Thanks

Hi Stephanie,
I think its impossible to make an approval authorization in the inv1 lines. i only made an approval authorization with Oinv. Approval authorization doesn't work on the grid.
I have a solution for you.
If you make a formatted search for example in the Item Description that is a field mandatory
SELECT ' ' FROM OITM T0 WHERE T0.ItemCode = $[$38.1.0] AND $[$38.11.NUMBER] NOT BETWEEN T0.U_RWeightMin AND T0.U_RWeightMax
If its true the Item Description will be ' ' and the item table appears.
I think it works
Regards
Augusto Silva

Approval with UDF for blank price and lower than standard price

Dear all experts,
would like to know if it is possible for the following 2 events trigger at the same time?
background:
1. a UDF - Standard price retrieve from price list
2. a UDF - blank approval (with selection Yes and No, default is No, it is document level UDF)
3. a UDF - unit price lower than standard price (with selection Yes and No, default is No, it is document level UDF)
Approval event would like to have
1. If the field - Unit Price is blank -> user need to set the UDF "blank approval " to Yes, so can add the document
2. If the field - Unit Price is lower than the field - Standard Price -> user need to set the UDF "unit price lower than standard price to" Yes, so can add the document
i tired the following, but only one of them work when i press the button Add .....
Please kindly help on this.....
Many thanks!!
USE [ANJ_QAS]
GO
/****** Object: StoredProcedure [dbo].[SBO_SP_TransactionNotification] Script Date: 03/07/2011 00:44:31 ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
ALTER proc [dbo].[SBO_SP_TransactionNotification]
@object_type nvarchar(25), -- SBO Object Type
@transaction_type nchar(1), -- [A]dd, pdate, [D]elete, [C]ancel, C[L]ose
@num_of_cols_in_key int,
@list_of_key_cols_tab_del nvarchar(255),
@list_of_cols_val_tab_del nvarchar(255)
AS
begin
-- Return values
declare @error int -- Result (0 for no error)
declare @error_message nvarchar (200) -- Error string to be displayed
select @error = 0
select @error_message = N'Ok'
-- ADD YOUR CODE HERE
-- 1. SO with blank price then trigger approval
If @object_type = '17' AND @transaction_type = 'A'
BEGIN
 SET @error_message =
 (SELECT TOP 1 ItemCode + ' (' + CAST(LineNum AS NVARCHAR(5)) + ')' +
 CASE WHEN Price = 0
 THEN ' Price is blank. Please change UDF - Null Price Approval to "Yes"'
 ELSE ''
 END
 FROM RDR1 T0
 WHERE DocEntry = @list_of_cols_val_tab_del
 AND 1 = (CASE WHEN (Price * (100 - ISNULL(DiscPrcnt,0)) / 100) = 0 THEN 1
 ELSE 0 END)
 AND EXISTS (SELECT 1
 FROM ORDR S0
 WHERE S0.DocEntry = T0.DocEntry AND ISNULL(S0.U_NullPrice,'N') = 'N') )
 IF ISNULL(@error_message,'') <> ''
 BEGIN
 SET @error = '-10001'
 END
END
-- 2. field price after discount < field rock bottom price for SO, then trigger approval
If @object_type = '17' AND @transaction_type = 'A'
BEGIN
 SET @error_message =
 (SELECT TOP 1 ItemCode + ' (' + CAST(LineNum AS NVARCHAR(5)) + ')' +
 CASE WHEN ISNULL(Price,0) < ISNULL(U_rockprice,0)
 THEN ' Price:' + CAST(ISNULL(Price,0) AS NVARCHAR(30)) + ' Lower Than Rock Bottom Price: ' + CAST(ISNULL(U_rockprice,0) AS NVARCHAR(30)) + ' Please change UDF - RB Approval to "Yes"'
 ELSE ''
 END
 FROM RDR1 T0
 WHERE DocEntry = @list_of_cols_val_tab_del
 AND 1 = (CASE WHEN ISNULL(Price,0) * (100 - ISNULL(DiscPrcnt,0)) / 100 < ISNULL(U_rockprice,0) THEN 1
 ELSE 0 END)
 AND EXISTS (SELECT 1
 FROM ORDR S0
 WHERE S0.DocEntry = T0.DocEntry AND ISNULL(S0.U_RBApproval,'No') = 'No') )
 IF ISNULL(@error_message,'') <> ''
 BEGIN
 SET @error = '-10001'
 END
END
-- Select the return values
select @error, @error_message
end
Edited by: tac wong on Mar 14, 2011 6:36 PM

Hi Sachin,
Please create a separate thread for question 2.
With regard to point 1, there is a good description in the SAP help :
http://help.sap.com/saphelp_srm2007/helpdata/en/74/344c430fab4d0bbc30996d56cc293a/frameset.htm
Functions -> Approval Process Frameowrk -> Approval Workflow ->
Approval with Completion
and
Approval
Kind regards,
Siobhan

Approval Query on multi-level line discounts

Hi Experts,
I have this query that is attached in the A/R Reserve Invoice> free text field that triggers different values corresponding to the to approval levels of the management. The query is triggered when a discount is manually change. Also, the free text returns a null value, if the item chosen is defined in period & volume discounts table (OSPP & SPP1).
However, the issue arises when the client creates first a Sales Quotation which has an item defined in OSPP (promo item), upon copying to RI, the FMS returns a value instead of null, especially if the item copied is a promo item.
I need help to modify this query to consider also if the item (promo) is copied from a base document.
Thanks,
Don
If CONVERT(real,$[$38.15.11]) > 0.00 AND
NOT EXISTS (
SELECT DISTINCT ItemCode FROM OSPP WHERE ItemCode = $[$38.1.11] AND ListNum=1
AND Discount <> 0.00)
OR
NOT EXISTS (
SELECT DISTINCT ItemCode FROM SPP1 WHERE ItemCode = $[$38.1.11] AND ListNum=1
AND Discount <> 0.00 AND (CONVERT(smalldatetime,$[$10.0.Date],101) >= CONVERT(smalldatetime,FromDate,101))
AND (ToDate IS NULL OR CONVERT(smalldatetime,$[$10.0.Date],101) <= CONVERT(smalldatetime,ToDate,101)))
Begin
 DECLARE @discprct1 as real, @discprct2 as real
 SELECT @discprct1 = 0.00, @discprct2 = 0.00
 SELECT @discprct1 = ISNULL(OITM.U_DiscLimit1,0.00) FROM OITM WHERE OITM.ItemCode = $[$38.1.11]
 SELECT @discprct2 = ISNULL(OITM.U_DiscLimit2,0.00) FROM OITM WHERE OITM.ItemCode = $[$38.1.11]
 If @discprct2 <> 0
 Begin
 If CONVERT(real,$[$38.15.11]) > @discprct2 SELECT 'Level3 Approval'
 ELSE
 SELECT CASE WHEN (CONVERT(real,$[$38.15.11]) <= @discprct2) AND
 ((@discprct1 = 0.00) OR (CONVERT(real,$[$38.15.11]) > @discprct1))
 THEN 'Level2 Approval' ELSE
 (SELECT CASE WHEN (CONVERT(real,$[$38.15.11]) <= @discprct1) AND @discprct1 <> 0.00 THEN 'Level1 Approval' ELSE '' END)
 END
 End
 Else
 If @discprct1 <> 0
 SELECT CASE WHEN CONVERT(real,$[$38.15.11]) > @discprct1 THEN 'Level2 Approval' ELSE 'Level1Approval' END
 ELSE SELECT 'Level1 Approval'
End
ELSE SELECT ''

Hi Ravi,
The users don't want to restrict the whole report on a specific customer or material. The only user input variable that will be available is the customer order date.
The restriction has to be on the value of caracteristics coming from each individual sales orders that appear on the report.
Exemple: I ask for sales order for a specific date and it gives me 2 sales orders with different customers and materials:
Customer order list:
- Ord# 1000241, Cust#100, Mat #A01, $100, 128$, 95$
- Ord# 1000244, Cust#115, Mat #B02, $100, 119$, 118$
The amount 128$ is restricted by date, and customer #100
The amount 95$ is restricted by date, and material #A01
The amount 119$ is restricted by date, and customer #115
The amount 118$ is restricted by date, and material #B02
Thanks in advance,
Regards,

Query for approval

I have updated SBO_SP_TransactionNotification for validating sales order.The query is as follows -
if @object_type = '17' and @transaction_type IN ('A')
begin
 declare curItem cursor for Select PriceBefDi,ItemCode,SeriesName FROM
 RDR1 INNER JOIN ORDR ON RDR1.DocEntry=ORDR.DocEntry
 INNER JOIN OUSR ON OUSR.UserId=ORDR.UserSign
 INNER JOIN NNM1 ON NNM1.Series=ORDR.Series
 WHERE ORDR.DocEntry=@list_of_cols_val_tab_del AND USER_Code<>'manager'
 declare @dblPrice numeric(10,2),@dblItemPrice numeric(10,2)
 declare @strItemCode varchar(20),@strSeriesName as varchar(40)
 open curItem
 fetch next from curItem into @dblPrice,@strItemCode,@strSeriesName
 while @@fetch_status = 0
 begin
 SET @dblItemPrice=(select price from itm1 where itemcode=@strItemCode and pricelist=(select listnum from opln where listname='Sales price list' ))
 if @dblItemPrice>0 and charindex('DEM',@strSeriesName)=0
 begin
 if @dblPrice<@dblItemPrice AND charindex('REP',@strSeriesName)=0
 begin
 set @error =1
 set @error_message = 'The price of the item ' + @strItemCode + ' should be equivalent to sales price list i.e.' + cast(@dblItemPrice as varchar)
 end
 else
 begin
 if @dblPrice>@dblItemPrice
 begin
 set @error =1
 set @error_message = 'The price of the replacement item ' + @strItemCode + ' should not be greater than sales price list i.e.' + cast(@dblItemPrice as varchar)
 end
 end
 end
 fetch next from curItem into @dblPrice,@strItemCode,@strSeriesName
 end
 close curItem
 deallocate curItem
end
This stored procedure is working correctly as per the requirement.Sales order can not be added if the price is less than sales price list.
Now I want to remove this validation and add approval for this.If the rule is violated ,then the document will go for approval.In SAP I have created query for approval as,
SELECT DISTINCT 'True' FROM OITM WHERE ITEMCODE=$[$38.1] AND U_Discount_Percent < $[$38.15]
UNION
SELECT (CASE WHEN $[$38.14]<>(select price from itm1 where itemcode=$[$38.1] and pricelist=(select listnum from opln where listname='Sales price list' ))
THEN 'True' ELSE 'False' END)
Here I am getting the price as varchar.Is it possible to call stored procedure SBO_SP_TransactionNotification from query ?

Hi Dilip,
I have tried the following query for approval :
SELECT 'TRUE'
FROM OITM JOIN ITM1 ON OITM.ItemCode=ITM1.ItemCode
JOIN OPLN ON OPLN.ListNum=ITM1.PriceList AND UPPER(LTRIM(RTRIM(OPLN.ListName)))='SALES PRICE LIST'
WHERE OITM.ItemCode =$[$38.1.0] AND $[$38.14.NUMBER] != ITM1.Price
It works for all the lines in Sales Order.Even If there is a single item with Price before Discount not equal to Sales Price List Value,
System will send the document for approval.
I have put the condition $[$38.14.NUMBER] ! = ITM1.Price assuming that the price in SO should be exactly equal to Sales Price Price List .
Try this query at your end and let me know the result.
Thanks and Regards,
Pooja Singh.

Approval Template based on Query

Hi All,
I want to wirte a query for defining approval templates.If any document (both on sales and Purchase side) is raised by a non-superuser,it should be sent for approval ,to the superusers ,before it is posted.
we have set approval templates for this.
But now,if the document contains the items with group code '101' ,then it should be sent for approvel to the superuser 'A' alone.(it is sure that in a single document items with different group codes will not be present).Others should be sent for approvel to superuser 'B'.
I know that this can be done only by using "Terms based on Queries" in approval templates.
I have never used this before.Can anyone help me with the query for this template?
Thanks& Regards,
V.M.Nivasini

Hi
The query is like this
SELECT T2.[ItmsGrpCod],T1.[ItemCode] , T1.[Dscription] FROM OINV T0 INNER JOIN INV1 T1 ON T0.DocEntry = T1.DocEntry INNER JOIN OITM T2 ON T1.ItemCode = T2.ItemCode WHERE T2.[ItmsGrpCod] = 101
Create different queries for different Groups in where clause, Assign the query to respective Approver.
Hope this helps.
Regards
Reno

Querry Based Approval-AR Invocice-Batch Expiry Date

Hi All,
I want to set a query based approval which will check the expiry date of the batch no of the item being sold in AR Incoice. If the diffrence between the expiry date and today's date is less than or equal to 60, the AR Invoice should go for approval.
CAn anybody please help me with the querry??
Edited by: Philip Eller on Jun 9, 2008 11:22 AM
Edited by: Philip Eller on Jun 26, 2008 10:24 AM*
Edited by: Rui Pereira on Aug 6, 2008 4:18 PM

Hi,
try this query approval:
IF @transaction_type = 'A' AND @object_type = '13'
BEGIN
IF EXISTS (SELECT T0.DocNum FROM Oinv T0 INNER JOIN inv1 T1
ON T0.docentry = T1.docEntry inner join ibt1 t2 on t1.itemcode = t2.itemode and t2.whscode = t1.whscode inner join oibt t3 on t2.batchnum = t3.batchnum
WHERE (T3.ExpDate - getdate()) <= 60 and T0.DOCENTRY = @list_of_cols_val_tab_del)
BEGIN
SELECT @Error = 1, @error_message = 'expire date less/equal than 60'
END
END
Rgds,

Sales Order Approval questions

Forum,
I have an approval in place which is configured to alert when the Gross Profit % is less than 20. I just want to confirm that this is for the overall order total and not the individual items on the sales order?
Regards,
Juan

Gordon,
Thank you for your response. As this is the case, I am trying to create a query for an approval which if items are less than 20% of the gross profit % they will require approval.
I have only got to this part, can anyone assist?
SELECT 'TRUE'
FROM OITM
WHERE
T0.ITEMCode = $[$5.0.0]
Regards,
Juan

Query for Approval Procedure

Hi all,
I set up an approval procedure for sales orders, the term is based in this user query:
SELECT DISTINCT 'TRUE' WHERE $[$38.14.Number]<$[$38.U_PrecMin.Number]
We need that query working for every single row of the sales order, because it only works when it's true on row one, but when a unit price is less than the value of that UDF on row two or above, the procedure does not work.
Any suggestion?
Thanks

Hi......
Try this in SP Transnotification.......
If @Object_type='17' and (@transaction_type ='A' or @transaction_type ='U')
BEGIN
declare @Item1 as varchar(100)
declare @minline1 int
declare @maxline1 int
declare @Price1 float
declare @Price2 float
set @minline1 = (select min(T0.linenum) from RDR1 T0 where T0.docentry=@list_of_cols_val_tab_del)
set @maxline1 = (select max(T0.linenum) from RDR1 T0 where T0.docentry=@list_of_cols_val_tab_del)
while @minline1<=@maxline1
 begin
 select @Item1=T0.itemcode from RDR1 T0 where T0.docentry=@list_of_cols_val_tab_del and T0.linenum=@minline1
 select @Price1=T0.Price from RDR1 T0 where T0.docentry=@list_of_cols_val_tab_del and T0.linenum=@minline1
 select @Price2=T0.U_PrecMin from RDR1 T0 where T0.docentry=@list_of_cols_val_tab_del and T0.linenum=@minline1
 if @Price1<@Price2
 begin
 set @error=-1
 set @error_message = 'Price is Less ' + @Item1
 End
 set @minline1=@minline1+1
 end
End
Regards,
Rahul

Approval Procedure to change the price of items

Hi!
i 'm trying to create a query to an Approval Procedure to change the unit price in the Purchase Order i create this query:
SELECT DISTINCT 'True' FROM POR1 T0 INNER JOIN OITM T1 ON T0.[ItemCode] = T1.[ItemCode] WHERE T1.[ItemCode] = $[$38.1.0] AND T1.[LastPurPrc] <> $[$38.14.0]
as you see this query compare is the Last Purchase Price is different than the actual unit price, and these for each line of item.
I think this is correct, and i configure the Approval Procedure, but when i check the AP in the Purchase Order changing the Unit Price, it gets me an error that says
1) [Microsoft][SQL Native Client][SQL Server] Error converting data type nvarchar to numeric.
What happend?
Am i doing something wrong ?
In easy term, i just want to execute an approval procedure when the user change the unit price in the purchase order.
Hope you can help me !
Thanks in Advance
Best Regards !

Xavier,
maybe you are with a problem thar you dont' know, i can to expain this point,
1. if you want one approval at level line (comparing prices), not possible to make this way the approval, because you don't have control at level line while the document isn't in database.
2. i bealeve that the better way is to make a store procedure for to insert each record into temp table while to add line in purchase order without (formatead seaches), now, when you create a purchase orden you need create a query for to search record in the temporal table with the condicion that you needed.
3. now, if you want to call a value on the screen (money), the better way is $[$38.1.number]
Good look,
OSCAR KLENNER
> Hi!
> i 'm trying to create a query to an Approval
> Procedure to change the unit price in the Purchase
> Order i create this query:
> SELECT DISTINCT 'True' FROM POR1 T0 INNER JOIN OITM
> T1 ON T0.[ItemCode] = T1.[ItemCode] WHERE
> T1.[ItemCode] = $[$38.1.0] AND T1.[LastPurPrc] <>
> $[$38.14.0]
> as you see this query compare is the Last Purchase
> Price is different than the actual unit price, and
> these for each line of item.
>
> I think this is correct, and i configure the Approval
> Procedure, but when i check the AP in the Purchase
> Order changing the Unit Price, it gets me an error
> that says
> 1) [Microsoft][SQL Native Client][SQL Server] Error
> converting data type nvarchar to numeric.
>
> What happend?
> Am i doing something wrong ?
>
> In easy term, i just want to execute an approval
> procedure when the user change the unit price in the
> purchase order.
>
> Hope you can help me !
> Thanks in Advance
> Best Regards !

Approval procedure query help

Hi there,
at the moment i am creating an approval procedure. This should check if a sales man enter a price that is less than the price from the standard price list. If it is, it should check if the customer already got this price.
If the customer got this price, there is no approval necessary. If the customer did not get this price, an approval procedure should be started.
I started to write this query, ith the idea to check a sum of two price for the approval. But i get an error if i insert this query.
DECLARE @x numeric(18,4)
SELECT @x= (SELECT $[$38.14.])
SELECT @x-T0.Price
FROM ITM1 T0
INNER JOIN OCRD T1 ON T1.CardCode = $[$4.0.0]
WHERE T0.Pricelist = T1.ListNum and T0.ItemCode = $[$38.1.]
Has anyone another idea or tips to solve my issue ?
Regards Steffen

Hi Gordon,
thanks for your reply, i inserted your query and it works from the point, thats not possible to create a order with prices less than standard prices. The system gives this error message :
Could not commit transaction '' (ADOC)
I think, like Suda already explained, the problem is, that it is not possible to base approval on row lines.
What do you think ?
Thanks Steffen

Approval for Price list

Hi all!
I would like to create a query for approval.
Every Business Partner are specified for one Price list. And on each Sale Order, if user enter a price less than Price of Item that set in Price List. This Sale order will be approve before add to system.
Could you help me please
Thank alot.

Hi Gordon!
I try this query only for Sale Order. But have error.
Can you help me!
Select Distinct 'TRUE'
From OCRD Inner Join ITM1 On OCRD.ListNum=ITM1.PriceList
Where OCRD.CardCode=$[ORDR.Cardcode] And ITM1.ItemCode=$[RDR1.Itemcode] And ITM1.Price>$[RDR1.Price]
Thanks!

Approval on itemcode

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