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

Similar Messages

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

How to create approval procedure when saved as draft?

How can I create an approval procedure where the document is saved as draft?
Specifically, returns saved as draft where document total is greater than $3,000 need approval.
Thanks

Hi,
Approval Procedures cant be used in draft mode. Approval Procedure itself acts as document in draft. It wont do inventory postings & financial postings as well. Just create approval procedure with your requirement & try.
I am looking forward your reply,
Regards,
Maheswaran.

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 Procedure for CASH

Hi Experts,
Wanted to know how to trigger the Approval Procedure when the Key User is making payments through Cash. I don't want the approval to trigger for other means of payments.
Thank you in Advance.
Regards,
Shreyas

Hi
Use the querry
SELECT TRUE FROM dbo.OVPM T0 WHERE
T0.CashAcct = 'YOUR Cash A/C NO.' AND T0.CashSum = 'Amount''
I hope it solves
Ashish Gupte

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 in line discount

Hi Experts,
I would to ask if we can create an approval procedure when there are line discounts? If not, do we have any workaround query for this?
Thanks,
Don

Hi Deepak,
Thanks for the reply, but I assume that the terms and condition of the discount is only applicable to the discount footer and not on the line discounts. Can you check me on this if I'm correct?
Hi Yeni,
I am working on the query 'distinct true' however, the quey seems to be more advance since you have to capture all row discount % if any of the rows is not null. Do you have any specific query on this where I can also test?
Thanks.
Domn

Approval procedure triggers

When a document is added where the total amount is less than an authorization template's limit, it can afterwards be updated with any amount higher than the amount requiring authorization. Unauthorized personnel can thus initiate a financial obligation for the company by adding purchase orders which is more than what is really needed, bypassing management's financial and logistical planning and budgeting.
Suggested functionality:
When a purchase order is added for less than the amount requiring auhtorization, and opened again,
the system should also trigger the approval procedure when a new row amount is entered an test this total document amount against the applicable approval procedure and instead of just adding the document if it exceeds said amount, rather send it to the relevant person for approval as it would when creating a document from scratch which exceeds the allowed total document amount

You should check you user Discount % in general authorization setup because if it filled by 100 then SAP will not ask for any type of Approval.
And if your Client have statndard then setup in Approval setup using this (When the Following Applies) option.
have you try standard procedure in SAP ?
Try it and guide your client requirement in SAP is the best solution some time your question.
I think it will work according your requirement.
Thanks
Manvendra

How to choose vendor's second account when MIR7/MIRO ?

Dear All,
Here is my question, one vendor has two account , when MIRO/MIR7, SAP default the first vendor account as IR 's default datas, how to change it to the second account which I have added in the vendor?
In MIRO/MIR7 there only display the vendor bank details, canu2019t choose. thx

step1 : XK02： In the display vendor: payment transactions I add 2 bank key with different bank account,
step2 : MIR7/MIRO： When after entering PO , system default the PO's vendor's first bank account as the new invoice datas, but sometimes I should choose the second bank account for the vendor's invoice .
I have some try about how to choose the very bank account when entering invoice in MIR7/MIRO , but have no idea about this. And now We have to change the vendor's bank account's sequence for this requirement.
As there has a list for vendor's bank accounts in the payment transactions, then I think SAP should let me choose whick bank account when entering invoice in MIR7/MIRO, and how?
thanks a lot

Approval procedure to check and pop up alert when Inventory transfer

HI Experts,
I want to do an approval procedure to check and pop up alert when Inventory transfer To warehouse 01 by Query.how to query for the following statement in Approval Procedure?
Regards,

Hi,
This query is also used in the approval procedure of inventory transfer created:
if (SELECT $[$5.1.0]) = '01'
select 'true'
it will gives alert after document approved or requesting approval.
Rgds,

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

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

Approval Procedure for Out Going Payments

Hi All,
I need to set up an approval procedure for Outgoing payments.
Terms & Conditions:
Documents Should go for approval only when a Outgoing Payment is raised by choosing the cash account in Cash tab.
Is there any default Procedure to setup this Approval Procedure.
Please do the needfull.
Regards,
Aarbz

For outgoing payments you can set approval procedure only for version 8.8. Then you can apply a query based approval with a query like this:
If $[OVPM.CashAcct]='38110000'
Select 'true'

Query base multiple levels PO approval procedure

Hi,
My customer is having following requirement for PO approval procedure and would like to seek for solution.
The suppliers are either CAPEX or OTHERS supplier which I think of using UDF U_CAPEXSUPPLIER=Y or N in BP master setup.
OTHERS supplier PO
<RM2000 approved by local accounts
>RM2000 approved by CFO or one of directors
CAPEX supplier PO
<RM5000 approved by CFO
>RM5000 approved by one of Board of Directors
The 2000 and 5000 figures are applicable to both local and foreign purchase. ie if it USD suppliers then limit is USD2000
Thanks and regards
Thomas

Thomas,
Open Query Generator....Click Execute.....With the Red message at the bottom..you will see the SELECT *
click on the Pencil icon and copy over each of my queries and save it using a different name.
Then Add an Approval Stage for each Approver..
Using the Approval Template..Give a Name...Make Sure Active check box is CHECKED next to the Name
Select the Originators (users whose document should go through the approval process)..In the document tab select the documents for which this approval applies..Stages Tab..select the associated Approval Stage defined earlier..
Term tab: Select When the following Applies
In the lower window...double click onn the first row under Query Name..Select your query and ADD.
Make Sure Active check box is CHECKED next to the Name
Suda

Approval Procedure when choose a G/L Account

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