Approval procedure problem

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

Similar Messages

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.

Wrong stage in Approval Procedure

Hi All.
Recently, we've upgrade our SBO (2007A) to SP01, PL08 and then we noticed a strage problem regarding Approval Procedures.
Our Approval Procedure Template (for POs) has 2 stages as below:
First stage - st1
Defined Approvals - 2
Required - 1
Second stage - st2
Defined Approvals - 5
Required - 2
Scenario
1.Document Add, the Approval Procedure takes into action and goes to st1. OWDD: CurrStep = st1, MaxReqr = 1.
2.One of the approvals in st1 approves and document goes to st2. OWDD: CurrStep = st2, MaxReqr = 2.
3.One of the approvals in st2 approves. OWDD: CurrStep = st2, MaxReqr = 2.
and here comes the surprise:
When another user of st2 approvals approves the document, the document does not become Approved, but is still suspended. When checking OWDD, I see that CurrStep = st1, MaxReqr = 2 !!!
SBO had "jumped" the process back to st1, but now it requires (somehow) 2 approvals.
Did anybody see such a behaviour? Do you know any solution?
10x in advance,
Beni.

hi,
try to do this as your work around,
1. try to edit your Approval template and updated it
2. try to make a new Approval template identical (2 approval templates that does not behave the way u want)
in this case u cant test your old approval template and new approval template.
best regards.
FIdel

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

Delivery date and approval procedure

Hello,
My customer has the next problem. He generate a purchase order after approval procedure was ended. sometimes he wants to update the delivery date field in the row of the purchase order, but he can't do so because approval procedure restrict any changes in row level.
what can be done to solve it.
thank you all

It is always very interesting how people seem to simply accept that the system can not perform basic functions.
In our company, we are facing some critical issues because of this problem. E.g: a purchase order has been approved and teh supplier rings to inform us of supply delays. The procurement officer can not update the delivery date on the purchase order to document the updated delivery day.
This is obviously causing some major drama at the warehouse as they rely on the delivery date of purchase orders to prepare the space required to receive goods.
This is also impacting the work of the procurement manager who will possibly ring the supplier to inform him of delays when relasticly, the company has already been informed.
The approval process in SAP Business One is lacking a basic function of "loop" or simply a system to identify non critical fields which can be updated once the document has been approved (like a date, some remarks etc.).
SAP, it is time to work on a few basic ERP things.
Vincent Motte

Store procedure to be triggered before approval procedure.

Dear Experts,
This is with reference to Approval Procedure and store procedure. I have created the store procedure which validates the series with user defined field value.
If there is difference in the field value of series & user defined field, system will block the entry ( this is defined in store procedure) & also approval procedure is also defined for the same document (i.e. Document value greater than 1 Lakh).
Now the problem, on creation of documents system trigger the Approval procedure and the document is sent for approval; but the store procedure defined is not reflected before approval & after the approval user cannot change series.
Is there any way the store procedure can validate the value before approval procedure is triggered?
Thanks & Regards,
Yogesh Jadav.

Hi Raj,
Below are the queries for Purchase Order & Purchase Order Draft.
Purchase Order Draft----
if @object_type='22' and (@transaction_type='A' or @transaction_type='U')
begin
if exists(select T0.docentry from odrf T0 inner join NNM1 T1 on T0.series=T1.series where (T1.seriesname like 'Ord%') and (T0.U_Stage<>'Order') and t0.objtype='22' and T0.docentry=@list_of_cols_val_tab_del)
begin
select @error=1, @error_message='Series name and category should be both order'
end
end
Purchase Order----
if @object_type='22' and (@transaction_type='A' or @transaction_type='U')
begin
if exists(select T0.docentry from opor T0 inner join NNM1 T1 on T0.series=T1.series where (T1.seriesname like 'Ord%') and (T0.U_Stage<>'Order') and T0.docentry=@list_of_cols_val_tab_del)
begin
select @error=1, @error_message='Series name and category should be both order'
end
end
Yogesh Jadav

Link Query to Approval procedure

Hi
I need to create approval procedure based on query. The gist is: we have some marketing documents with the same BP. When total sum of them amounted to 10000, then approval must launch. I can't create query? moreover I can't create query for one document with over 10000. Could you send me the one with ODPO and DocTotal
With regards
Partner / Customer Contact: OOO Turing Consult
English handling an option?
Name: Maxim Groonis
E-mail address: [email protected]
Phone number

Hi, Douglas.
Thanks, you helped a little.
Could you solve the whole problem.
Approval procedure must launch if sum in one month (e.g. March, April not a span of 30 days) in ODPO for one BP more than 10000.
I insert a code (it doesn't working) only for logic
SELECT 'TRUE' WHERE
(SELECT SUM(DocTotal)
FROM ODPO
WHERE CardCode = $[ODPO.CardCode]
and ( month(Docdate)=month($[ODPO.DocDate]) )
and ( year(Docdate)=year($[ODPO.DocDate]) )
GROUP BY CardCode)
>10000
With regard
Maxim Groonis

Approval Procedure Not Triggered on Updating Document

Hi,
When Adding a new Sales Order, if the document meets the criteria laid down by an Approval Template, the Approval Process is started.
However, if an old Sales Order is Updated, the Sales Order the Approval Process is ignored.
This is a problem for certain customers who have Approval Procedures which prevent users Adding Sales Orders which would take a Business Partner over the Commitment and/or Credit Limit.
The user can get around the Approval Procedure by adding a Sales Order for a value which keeps the BP under the set limit. If they then Update the Order, they can enter any value.
For example, a user may be prevented from adding an Order totalling £1000.00. If they Add the Order for £0.00 instead, they could later amend the Order to any amount as the Approval Process is not fired !

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

Error: Lock profile for approval procedure not maintained in Customizing

Hi,
We are working on the CHARM approval process. I have noticed that without selecting an approval procedure, I select the status (Awaiting business approval) on which the approval workflow is triggered, the system gives below error:
Select an approval procedure first
Lock profile for approval procedure not maintained in Customizing
Approval procedure and approval steps are locked automatically
This locks the approval procedure and the RFC can no longer be processed further. Why is that happening ? Anyone can select the status by mistake and lose the RFC, is there a way to stop this or at least reset it ? the lock procedure is already maintained in approval procedure customizing.
Best Regards.

Hi Karthik,
Thanks for the quick reply, however the settings mentioned on page 38 are already in place i.e. the approval procedure gets determined correctly based on change category (rule policy) and also is locked after putting it to 'Awaiting Approval'
But the problem exists - setting the status 'Awaiting App.' without selecting app.proc, will result in a total lock of the RFC.

Approval Procedure with multiple Approver

Dear All,
Good day!
We have currently setup approval procedure when creating a particular document. In our setup, we have 2 authorizer but it requires only one approver. Result shows that when originators created a document a message prompts to the authorizer. But the problem is, if one of the authorizer approves the document it still sends to the other approver. Can we have a system message that automatically sends that this particular document was already approved by one of the approver? Or is there any setup that when one of the approver approves it will not prompt in the other approver?
Thank you and Regards,
Ericka

Hi,
1. Can we have a system message that automatically sends that this particular document was already approved by one of the approver?
There is no such system message in SAP B1.But the first approver can add his comments on "Remarks" field, for example, "this document already approved me".
Whenever second approver open the document to approve, he can see this remarks under "Display history". So he no need to approve the document again. Refer below screen shot:
2. is there any setup that when one of the approver approves it will not prompt in the other approver?
There is no such setup in standard approval procedure.
Thanks & Regards,
Nagarajan

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 - User Query .....!!

Hi Experts,
In our organisation we have a approval procedure applicable on sales order. There are two authorizer authorises specfic users request. Now the problem is for a specific customer order can we use a separate query to change the authorizer ??
Example : -
Approval Stage 1 : Authorizer A : User 1, User 2
Approval Stage 2 : Authorizer B : User 3, User 4
Now, User 2 requires approval of specific customer order which will authorise by Authoriser B.
Is there any way to write a query on Approval Template for that
or User 2 has to be added on both the Approval Stage
or anything else ?? Please guide.
Regards,
SK

Hi,
There is no way to write a query on Approval Template for that. User 2 has to be added on both the Approval Stage.
Thanks,
Gordon

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 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

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

Approval procedure problem

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