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

Similar Messages

Approval Procedures Not Working for Gross Profit %

Dear all expert,
I have a problem about approval procedures. I make approval procedures for gross margin less than 0% (minus margin) that will ask approval to approve it. The problem is if I input 1 item that have minus margin, approval procedures run well but if there is more than 1 item that have minus margin, approval procedures is not run...Why this is happen ? Is there any one that use that term has faced same problem too
Thanks for your help

Hi,
as far as i understand you prove if there is any magin less then 0% in a marketing document. So i think you run this approval for each line and that does not work. If you enter one line, the procedure works fine. But any other line will not be proved.
There is no standard way for approvals based on lines.
Regards Steffen
P.S. Of course a bit of SDK will help, but you can not solve this without.

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

Approval procedure not working

An approval procedure has been created, for 2 users, for Goods Issue and good receipts, to be approved by 2 other users, for ALL documents.
The approval procedure is not activating, and allowing these 2 uers to create these docuemnts for all scenarios. Please assist.
2007A PL 42

David,
Yes, this function is active. administration - general setting - BP tab - Tick Activate approval procedure and in approval template tick active.
Hi Gordon,
Yes, the condition is ALWAYS. For all GR and GI documents.
Was is also strang is that exactly the same query is working in another database!

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.

Sales order not editable after approval procedure

Dear SAP,
for a customer we need to find out a way to edit sales orders after approval. Example: User fills a sales order with more than 100 positions and had a typing error which is realized later.
Next example: Customer wants the delivery conditions to be changed. We know that changing a document after approval might sound strange - but the customer's processes are like that.
Thanks a lot in advance, sincerely
Guido

It is not strange that every now and then, users have requests to change a document after approval. However, the discipline is absolutely necessary here. There is no room for you to change. Otherwise, the approval procedure may not be that useful. If there is typo, you have to recreate the document. Next time the problem would be less. If unfortunately customer wants the delivery conditions to be changed, then you have to recreate the document too.
Thanks,
Gordon

Does editing document trigger Approval Procedures checking?

Can anyone confirm that a document go through Approval Procedures checking when it is being added? It does not trigger the checking when it is edited?
I notice if I add a document, the Approval Procedures kicks in, but if I edit a document (so that it meet the Approval Procedure criteria) the Approval Procedure does not appear.
Thanks.

Thanks Rahul, if the document initially does not trigger approval procedure but after changes it should trigger approval procedure, for example:
Credit Limit $1,000, Outstanding Balance $800, user created a Sales Order of $150, added to the system and edit it to $250 after that. The editing should trigger approval procedure but it doesn't.
Is it correct system behaviour?

Approval Procedure not working randomly on sales orders

Hi Experts,
We place approval procedure for 2 users in SAP B1 2007B pl15.
Some SO does not pass approval procedure and we cannot trace why. The are 2 set up for approval procedure 1 for within on below credit limit. The other one beyond credit limit.
Does anyone have the same problem with Approval procedure?
What do I need to check to isolate the problem?
Regards,
Amy

Hi Gordon,
We tried to disable the SO query beyond credit limit in a test database to check if the approval procedure will run if there are no other queries checking the credit limit. Now we only have one query running- the SO within credit limit.
We eliminated another possibility for the error. The error occurs for a newly created BP. The approval procedure will not work in SO is the first SO ever created in the system. All subsequent SO will go thru the approval procedure even if the SO, DN and Account balance is zero
1)We also tried this query and diabled the SO Beyond Credit Limit
SELECT DISTINCT 'TRUE' from DBO.ORDR T0 INNER JOIN DBO.OCRD T1 ON T0.CardCode=T1.CardCode Where T0.CardCode=$[$4.0.string] and T1.CreditLine >=(
(case when T1.Balance = 0.00 then 0.00 else T1.Balance end) +
(case when T1.OrdersBal = 0.00 then 0.00 else T1.OrdersBal end) +
(case when T1.DNotesBal = 0.00 then 0.00 else T1.DNotesBal end) +
+$[$29.0.number])
2) We also tried the Deviation from credlit limit is less than .01. Still error.
Is this a system error or error in the query?.
Regards,
Amy

Approval Procedure on Document Update

I have a approval procedure that works great when a Sales Order is initially created. The approval procedure does not trigger when an order is updated?
Is that normal behavior?
If so is there a way to have it check on update?
Thanks

Hi,
I think it should be fixed ASAP. If this is the case then there is absolutely no point in having an approval process in place at all?
If there is a purchase order approval created for PO's over 5000 for example, then all the user has to do is create an order for less than 5000 and then update it afterwards to what ever amount he/she likes, and it will go through without any approval?
I really think that this should be given some urgent attention!
Regards
Grant

Purchase order document row is not change (document stutas is OPEN)

Hi all,
I am created one purchase order that are not any base or targeted document ,not any approval procedure and purchase order document status is steel open . Then how I a cannot change the document row.
thanks
arabinda pal

Hi Deepa,
I think if you want to restrict the further editing of a particular row, then you just need to follow the simple procedure.
1. create the purchase order with your desired items & vendor & add this document
2. Now reopen it & goto that row which you want to restrict. Right click on that row & select "Close Row".
3. Select yes to confirmation message.
4.Now update the document.
Now you an check it out, in that document you will not be able to edit that row contents.
I hope this solves your issue.
Regards.
ShriX.

Approval procedure still to be executed when "owner" of PO is changed

Please can anyone assist?
Client has a Head Office and a number of depots in different reqions. Busy in the process of giving access to depots to create own Purchase Orders. At the moment, Head Office has number of support staff that still need to create PO on behalf of depot manager, depot manager cannot connect or is off sick.
Currently approval procedure is set up that PO over $500 created by depot manager needs autho by the senior manager. Customer wants the suport staff in Head Office to create PO, and change the "owner" to that of the depot manager, when he is unable to. However then the approval procedure does not send the PO request to the appropriate senior manager for approval. They want SAP B1 to allow PO to be raised by someone else, recognise the "owner" (field) of the PO and to route the approval request to the necessary manager.
Any advise on whether this is possible and how to do would be appreciated
Caren

Hi Caren-Lee Brunsdon ,
In ref. to your scenario. The solution is simple in the approval template setup for the depot manager include/ add the Support memebers in the orginator of the approval template to refer the support members the statement "someone else, recognise the "owner"
The authorisation is not based on the owner code it can be done but, i'd suggest you to use the standard SBO functionality.
Regards,
Rakesh N

Goods Issue Approval Procedure

Hi Experts,
In Document Approval Procedure on Goods Issue Doc. can i make Approval Procedure for a particular G/L Accout.
i.e. I select an Item Code for Goods Issue and selected a particular G/L A/c. as 50102001 - Scrap Account then it should forward to Approval otherwise if that A/c. is not selected in Goods Issue form it should Add directly.
Awaiting for your helpful reply.
Regards,
Ravi

Hi Ravi....
Approval Procedure is not possible for Row Level Details...
It is always possible for Document Level data....
Regards,
Rahul

Approval Procedure when choose a G/L Account

Hi All
How do you create approval procedure for outgoing payment document when a specific G/L account is selected?
Thanks
SV Reddy

Hi
Administrator > Approval Procedure > Approval Tempate
Document = outgoin Payment
Now move to tab terms, before that create yr query that check for yr desire account and save it at Query Manager
SELECT T0.[AcctCode], T0.[AcctName] FROM OACT T0 WHERE T0.[AcctName] = 'ABCD'
Choose radio button "When the Following Applies"
In "Terms Based on User Queries"
blank row double click and choose yr query
Try n let me know
Thanks
Kevin

SBO_SP_Transactionnotifaction and Approval Procedures

Hi,
I understand I cannot use SBO_SP to validate row level data in modules where the Approval Procedure are active.
Is there another way to do the following?
I have three header level and row level UDF's that I need to be validated before the users saves the document as draft in the approval procedure. Once the document enter the approval stages it can no longer be update to enter or change the UDF's, in the rows.
U_BU
U_DEPT
U_ProjectInv
Code being used fro other modules. I had to remove modules in approval procedure as documents would simply disaaper when saves as DRAFT.
MY CODE for non approval modules:
+++++++++++++++++++++++++++++++++
---+Force BU DEPT and PROJECT -- IN ALL REQUIRED DRAFT DOCUMENTS++++++++++++++++++++++++++++
IF @transaction_type IN ('A','U') AND @object_type = '112'
BEGIN
IF EXISTS (
select T0.Docentry
FROM ODRF T0 inner join DRF1 T1 ON T1.docentry = T0.Docentry and lineStatus ='O'
--select * from ODRF
WHERE
T0.ObjType in ('13','16','17','18','20','22','23','203','204') and
-- ('14','59','60','19''15', )Remove These object as SBO_SP is not compatible with Approval Proceedure
(T0.DOCENTRY = @list_of_cols_val_tab_del and NOT(T0.U_BU IN (SELECT code FROM [@sg_BU] where code = T0.U_BU)))
or
(T0.DOCENTRY = @list_of_cols_val_tab_del and NOT(T0.U_DEPT IN (SELECT code FROM [@sg_DPT] where code = T0.U_DEPT)))
or
(T0.DOCENTRY = @list_of_cols_val_tab_del and NOT(T0.PROJECT IN (SELECT Prjcode FROM [OPRJ] where PrjCode = T0.project)) and not (T0.objtype in ('59','60')))
or
(T1.DOCENTRY = @list_of_cols_val_tab_del and NOT(T1.U_BU IN (SELECT code FROM [@sg_BU] where code = T1.U_BU)))
or
(T1.DOCENTRY = @list_of_cols_val_tab_del and NOT(T1.U_DEPT IN (SELECT code FROM [@sg_DPT] where code = T1.U_DEPT)))
or
(T1.DOCENTRY = @list_of_cols_val_tab_del and NOT(T1.PROJECT IN (SELECT PrjCode FROM [OPRJ] where PrjCode = T1.project)) )--and not (@object_type in ('59','60'))
BEGIN
SELECT @Error = 1, @error_message = 'Business Unit - Department or Project missing from User Defined Fields or Rows'
END
END
++++++++++++++++++++++++++++++++++
Kind regards
Eric

Hector,
Sorry for the delay.
The reason I understand it cannot be done as there are postings indicating that SBO_Notifications cannot be used with modules running the SAP Approval Process. I have seen the result my self, with documents disappearing when added as draft with no error message.
If there is a way around this I would appreciate help to implement?
Kind Regards,
Eric Walker

To Activate approval procedure in general settings

Hi all,
I am a Beginer, when i work with approval procedure,
Administration->System initialization>General Settings> BP tab-> Activate approval procedure.
I tried to uncheck the activate approval procedure and work it, again i coulnot able to enable this option please any one suggest me how can i enable this option.
Regards
Selva

Hi Selvaraj,
First and foremost check which user id you have logged in as...now if it is a Regular User( i.e.a non super user) then you simply go in and log in as the super user and there you will find that the system will allow you to check and Uncheck Activate Approval Procedure box.
Approval Procedures work on the principal that they apply ion the lower level users that is the Regular user and when you have logged in as a lower level user the box will always be greyed out. Approval procedures do not work on super users.
Please check this out and revert. Please Reward points if useful.
Nagesh

Approval procedure on not based document

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