Approval Procedure in A/P Invoice
Hi All,
I want to create an approval procedure in A/P Invoice.
Logic Behind this Approval procedure is GRPO and A/P Invoice should be done in the same month.
If the A/P invoice month and Based GRPO month is different then A/P Invoice should go for approval.
I have written a query but its giving error message. My query is like this :
select case when (month($[opch.docdate]) <> (select month(OPDN.DocDate) from opdn where docentry = $[pch1.baseentry])) then 'true' Else '' End
Can Anyone help me to write a proper query.
Thanks
Regards,
Sumit Athare.
Hi Sumit,
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
Similar Messages
-
Customize Approval Procedure for Past Due Invoice don't work !
Hi all,
Below is the query written to trigger the approval procedure if past due invoice happen
Select 'true'
from OINV
where DocDuedate < Getdate() and DocStatus='O' and DocTotal >
PaidTODate
However, it will not trigger, can someone please help on this?
ThanksHi,
Try this:
SELECT distinct 'true' FROM OINV T0 INNER JOIN OCRD T1 ON
T0.CardCode = T1.CardCode WHERE T0.CardCode = $[$4.0.0] AND
DateDiff(dd,T0.[DocDueDate],Getdate())>30 and T0.DocStatus='O'
Thanks & Regards,
Nagarajan -
Approval procedure on not based document
Hi everybody,
Is it possible to launch an approval procedure if a purchase invoice is not based on a document (a purchase order for example)?
Thank you.Yes
Setup an approval to see if the base/target document fields are blank. Create a user defined search to do this. A sap webex session from about 6 weeks ago showed an example of how to do this.
e.g. I use this one to ensure that the sales employees change the name of the one time customer prior to entry
SELECT CASE WHEN $[$54.0.0] LIKE '%%One Time Customer%%' THEN 'True' ELSE 'False' END
The approval will block the user from saving.
Best wishes
Dave -
Hi experts,
I am facing a problem with approval procedure,
I create a template for approval procedure for a/p invoice ,for example User1 is originator,user 2 authorizer ,
the scenario is when user 1 creates one A/P invoice ,this will be approved by user 2 then user 1 will add this document,
but here after approval the document user 1 unable to add the document because The ADD button does not hiligting for add,
only OK button papering, that also not in activation mode.
please answer this problem ASAP.
Thanks
Komanduri.hi,
what is the status of document after approval.
is it approved or not ?
you can do two things here..
1st restart the server and all client. now login and check the document.
2nd delete all file from temp folder and login again...
Hope it will help you
Regards
Deepak Tyagi -
Hi All
I'm not sure if this is possible in SBO, I want to know how can a user (Finance department admin clerk ) capture an invoice (Purchase Invoice) and then selects the person who is the Head for that department to receive it.
N.B. Approval Procedure are active for Invoices added on the system. Currently the setup is if a Finance user captures an Invoice irrespective of the value, the invoice must be sent for approval to all the GM's ( General Managers).
Now a problem is when it is sent to all the GM's a mistake can happen when a GM is in a hurry or (s)he approves another departments invoice.
I was thinking of activating data ownership and specifying the rules for each user.
Is there another way where only Purchase Invoices for each department be sent to that particular department when the Approval Procedures are active?
Thanks
Bongani DlaminiHi Suda
Invoices are captured by the Finance department , so when the user presses add an approval procedure is launched to all the departments.
This is causing inconviences as some users only get one or two invoices in two weeks and other more than 10 invoices a day.
So if a user in finance captures an invoice for any department between the 6 departments the invoice approval must be launched for that department head only.
Hope this helps.
Bongani -
Query for approval procedure - A/R invoice and A/R credit memo
Dear all,
Need one help regarding approval procedure.
Query :- If we do A/R credit memo and days from A/R invoice to A/R credit memo are geter than 180 then A/R credit memo
shoild go to the approval. (A/R invoice shoul be a base documnet)
I have made below query, but if days are >180 or <180 it is goinf for a approval. Can any one suggest for this.
SELECT distinct 'TRUE'
FROM OINV T0 INNER JOIN INV1 T1 ON T0.DocEntry = T1.DocEntry
inner join RIN1 T2 on t2.BaseEntry=T0.DocEntry
inner join ORIN T3 on T2.DocEntry = T3.DocEntry
where DATEDIFF(day,T0.[DocDate],T3.DocDate) > 180
<a href="http://megaupload2.name/">megaupload</a>, <a href="http://www.btjunkie.name/">btjunkie</a>, <a href="http://www.freedownloadgames.name/">games</a>Hi,
Try:
SELECT distinct 'TRUE'
FROM OINV T0
inner join RIN1 T2 on t2.BaseEntry=T0.DocEntry AND T2.BaseType = 13
inner join ORIN T3 on T2.DocEntry = T3.DocEntry
where DATEDIFF(day,T0.DocDate,T3.DocDate) > 180 AND T3.DocEntry=$[ORIN.DocEntry.number\]
Thanks,
Gordon -
Query approval procedure-SO approval if there is due invoices =90days
Hi,
My customer is running 2007A PL30. He needs approval procedure for SO to be approved if the customer has overdue invoices more than 90 days.
Any idea how to write the query?
Regards
ThomasHi Thomas,
This is surely doable. It can only be done through user query. Try this one:
SELECT distinct 'true' from OINV T0 where T0.CardCode =
$[$4.0.0] and DateDiff(DD, GetDate(), T0.DocDueDate) >= 90
and T0.DocTotal > T0.PaidToDate and T0.DocStatus = 'O'
It can not be run directly. Assign to approval template directly to see.
Thanks,
Gordon -
AR invoice issued from Service module with approval procedures
When an AR invoice is issued from Service Call tab, due to the reason that we require approval, when the invoice is approved and added, the AR invoice is not captured in service call tab as a linkage. Is this the limitation in Business one? Any ideas about how to resolve this issue?
hi,
It may be due to application error,
Check this Note 1052012 - Docs that need approval cannot be created from service call
[https://websmp230.sap-ag.de/sap(bD1lbiZjPTAwMQ==)/bc/bsp/spn/sapnotes/index2.htm?numm=1052012]
Jeyakanthan -
Approval procedure required for Delivery note based on condtions
Dear All,
I have the followings situation in which the business flow is as such that Sales Quotation is made and based on the Sales Quotation AR Down Payment request is made. Once the downpayment is recieved from the customer entries are made in Incoming Payment, Sales Order is booked and AR downpayment Invoice is booked. As there are milestone payment means 30 %, 60 % which would be done through AR downpayment Invoice and final 10 % is the final AR Invoice done. Now lets say that I have a Sales quotation No 10001 having an value of USD 10000 based on which AR Downpayment Request for 30 % and incoming payment comes from the customer for 30 % which is 30 % of USD 10000 is USD 3000. After reciept of payment based on Sales Quotation No 10001 a Sales Order is been booked ( Document Number 20001 ) with a payment terms of 30 days credit. Now I want an approval procedure in the Delivery Note to do a check that if for that particular Order No the payment terms is for 30 days credit means the payment due date and if the next 60 % the customer does not pay in time (which is after 30 days) the delivery would require an approval from the Finance head.
I think the above situation can be solved from the approval procedure with the help of some query but am not able to understand as to how to work on it.
Would be obliged if you can throw some light in it.
Regards,
RahulDear Gordon,
I think you did not understood my requirement. See the first 30 % downpayment the customer would be giving at the time of Sales Quotation. Now ater 30 % is recieved sales order would be booked. Now based on the sales Order delivery would be ONLY done when the next 60 % the customer pays. If he does not pays the next 60 % I want an approval to be done for delivery.
I had mentioned in my earier thread - ''next 60 % the customer does not pay in time (which is after 30 days) the delivery would require an approval from the Finance head.''
Means I want an approval check to be done on delivery with a condition of 60 % of the order value. And the final AR invoice would be done on the last 10 %.
I hope I am clear in my requirement.
Regards,
Rahul -
PO Amendment and approval procedure
Hi Experts,
My customer would like to have approval on PO amendment, he want an approval on changes in price and quantity.
In SAP B1 before GRPO or AP Invoice anyone can do amendment in PO and all the amendment we can see through change log.
To have control on this kind of amendment my client need Approval on PO updation.
Can we have uery base approval on PO updation?
Pls. give me solution for the same.
Regards
Kamlesh VagalDear Kamlesh,
once we use sap standard approval procedure, we cannot amend the PO once it is approved. you can do changes till the PO is not approved (by Rejecting or Not Approved decision). Once approved it cannot be changed. Here you can try to convince your client that SAP follows a basic principle that once document is approved it should not be updated. If you allow it to amend then the Approval has no meaning. In such scenario your client may argue that we'll have approval even for amendments then you need to do it thru customizaation -
Query for terms in approval template of approval procedure
dears
i need to write a user query for approval template terms that chek for any price zero in invoice items .
i tried the true query
select 'true' from inv1 where $[inv1.price]=0
however the invoice executed without asking for approval procedurs.
any help will be appreciated!!
talalHi,
Its not possible on row level Price.
Try to Document total procedure, it will work.
SELECT Distinct 'True' FROM OINV T0 WHERE $[OINV.DocTotal]='0.00'
Thanks,
Madhan. -
Approval Procedure based on query
Dear All,
I'd like to make approval procedure based on query. The condition is when the AP Invoice document created based on GRPO and there's a different Amount (AP Amount <> GR Amount) then it should trigger the approval procedure.
Do you have any idea about the query structure?
Thanksshobah,
try this below query like this
Select TRUE From OPCH Where DocTotal > 25000
Jeyakanthan -
Approval Procedure not triggered when Credit Limit Exceeded
Hi,
I've defined an approval procedure which I would like to launch when a clients Credit Limit has been exceeded. I've checked the required fields on Administration > General Settings > BP tab (credit Limit, Commitment Limit, AR Invoice, Delivery, SO). I've also checked the Activate Approval Procedures on the same tab.
I know the approval procedure has been set up the correct way, since it is launched when I change the Terms to for instance 'Total document'.
There is a system-message when I am creating a Delivery Note for a customer indicating that the credit limit for this customer has been exceeded. But still, the system allows the user to add the document without triggering the approval procedure....
What am I doing wrong?
Btw: The credit limit exceeded is in negative numbers, but I've tried both the condition 'Deviation from Credit Limit greater than 1' and Deviation from Credit Limit Less than 1...Could you clarify what you mean by "The credit limit exceeded is in negative numbers"
Negative number: the system message I get when I create a delivery note for a customer, exceeding the credit limit is the following:
Customer has exceeded credit limit - 95.479 EUR
Customer has exceeded commitment limit - 95.479 EUR
Continue (Y/N)
Make sure the Credit Limits are set in the BP Master. --> OK, credit limit is set to 100 EUR, Commitment limit to 100 EUR
Also use Great than in Ratio and try to use a small number like 10 in the value --> I am using 1 EUR
Also, check in System Initialization > General Settings..BP Tab Activate approval procedure is checked. --> it is checked.
Using the range option does not solve the problem, in fact even if I use 'Deviation from Credit Limit does not equal 1 EUR' the approval is not triggered. When I use the same Approval template, but I alter the terms to Total document greater than 1 or Discount% greater than 1 the approval is triggered.
Edited by: Rui Pereira on Apr 29, 2009 1:19 PM -
Hi
How to deactivate approval template under Admin--Approval procedure--
Approval templates.
How to update the template.?
regards
rajHi
This approval template is not query related ,it is predefined template i.e (Deviation if credit limit exceeds)
In documents tabi have checked all documents in sales A/R & Purchase A/P.(set the approval if credit limit
exceeds 20000) when i checked with sales quotation(entered amount 50000) it didnt display approval window.
for purchase documents also it did'nt showed approval window.but for sales order, delivery , invoice it is
showing approval window. if i want to deactivate this template what shoul i do.
Approval template window is in grid mode , we cannot uncheck it. is there any solution for this?
regards
raj -
Can set approval procedures in outgoing payment?
hi all,
can we set approval procedures in outgoing payment?Hi Grace,
at this point approval procedures for Purchasing are only supported on the following Business One document types:
- Purchase Order
- Goods receipt PO
- Goods return
- A/P Invoice
- A/P Credit Memo
Typically you would use purchase orders to facilitate a business process that requires approval for purchasing items.
What is your Business Process that would otherwise require an approval procedure to be in place before releasing payment?
A different approach could be to enhace the application utilizing our APIs.
Regards,
Torsten Budesheim
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