Approval Procedures - Emails

Hi
When documents are sent through an approval procedure, It would be nice to have an ability for approvers to receive emails indicating that they have a new document that needs approval.
Currenlty they can only see that they have approval documents pending (through SAP B1 Alerts) if they are logged into SAP B1.
thanks
raghu

Hi Experts,
Is there any other updates on this since the 2008 posting of this thread?
Regards,
Sandra

Similar Messages

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

Use Transaction Notification in Approval Procedures

Hi
I want to use the "SBO_SP_TransactionNotification" Stored procedure in one of my approval procedures. I have implemented a approval procedure based on certain criteria when a "PURCHASE ORDER" is created. Now i want to send an email out to certain users when a approval is needed for a PO.
I m not sure if transaction Notification is being used when Approval procedure are involved. For all POs that does not require an approval , my code for emailing uses in the SP is working fine.
Has anybody came across this scenario? pls help.
thanks
raghu

SBO_SP_TransactionNotification is not compatible with approval procedure. This is clear mentioned in SAP Notes. You may not use this SP in associated with approval. I think there are alternative ways to achieve your goal.
Thanks,
Gordon

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

In approval procedure user do not want to refresh the software

Hi all,
In approval procedure i prepare the approval for outgoing payment, so when the user pass the transaction the approval going to manager but my issue is the manager must refresh his user when any new approval is coming.
i don't want to refresh again & again so you have any solutions of these tell me.
Regards,
Mobin

This is a database function that you have to refresh to get new data displayed. If you do not like it, I am afraid something must be developed by SDK tool to auto refresh for users. It may not be achievable though. Post it on SDK forum to involve experts there.
Thanks,
Gordon

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
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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

How can i get option to approve or reject an emial in outlook in mac such that once i click on approve, the email is sent and if i click on reject it goes to sender (within our workgroup), i used to have it in windows

how can i get option to approve or reject an emial in outlook in mac such that once i click on approve, the email is sent and if i click on reject it goes to sender (within our workgroup), i used to have it in windows

Better ask on the Microsoft forums where the Office experts hang out as it's Microsofts product you're have questions about
http://answers.microsoft.com/en-us/mac

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

Approval procedure based on item category

Dear All,
I have a scenario where all my sales items will be categorized under two broad heads: Bulk & Non Bulk. So there will be a UDF where every item will be mapped to one of these values. I want to apply an approval procedure where I am able to raise an approval to different set of people for Bulk Items and different set of people in case of Non Bulk items. Kindly help me how I can do the same.
Regards
Kapil Kapoor

Hi,
It's not possible to create approval procedure based on item level. So if in a single document you have different types of (bulk/non-bulk) items you can't trigger different approval procedures.
In case you select the item type in a UDF in header level of a document, then it will be possible to send approval to different users based on the UDF value selected bulk/non-bulk.
Regards
Sibasish S.

Cannot View Doc from Outgoing Payment under Approval Procedure messages

Hi Experts,
Both Originator and the approver cannot view the some of the pending and rejected documents when they are trying to edit the docuemtns from the approval procedures messages and approval decision reports.
In effect, the approval cannot approvbed the documents as he cannot check the document for approval. The documents can be viewed from the payment draft dopcument. It will be tedious for the approval to go back and forth to draft document and approval decesion report.
I already check the authorization for outgoing payment they both have full authorization. I can view the document as a super user. I need to know what other authorization do I need to check
Both originator and approver has full acess on outgoing payment since some of the documents can be viewed som3 documents cannot bew viewed.
Please help. We are in the data catch up mode for October 2009.
We are using 2007B PL10
Regards,
Amy
Edited by: Sandra Callanta on Oct 20, 2009 11:06 AM

Hi
Login with userid who will approved the document
Go in Admin > Approval Procedure > Approval Decision Report >
Select first check box " No Decision Yet"
select the pending one and approved it > update > ok
Thanks
Kevin

Outgoing Payment Approval Procedure - Payment Wizard

Hi,
I was having an issue with the SAP Approval Procedures I was hoping I could get answered.
I have created an Approval Procedure for Outgoing Payments in SAP 8.82 to always require approval.
The approval procedure works fine when I create an Outgoing Payment by going to Banking >> Outgoing Payment >> Outgoing Payment.
If I try to create an Outgoing Payment via the Payment Wizard, it does not go through the approval process.
I have made sure that I have enabled the "Activate Approval Procedures in DI" functionality under General Settings. It still does not do the trick.
Can someone please tell if this is an SAP bug or not? If not a bug, any suggestions as to what I might be doing wrong.
Thanks,
Krishnan

Hi Krishnan,
I believe this is by system design or another word a system limitation. The logic here is: if you are able to run the Payment Wizard, you have authorization already.
A work around may be creating a user alert whenever you have the Payment Wizard run.
Thanks,
Gordon

PO approval notification email issue

Hi,
When user try to approve PO, it sends email notification to manager who has correct approval athority. Manager can see the approval notification email but notification doesn't have PO Line details section (section which has PO Line information). How to fix it?
Thanks
Vijay

Hi,
To confirm that the patches are resp, can you check the file modified dates POXVCOMS.pls and POXVCOMB.pls? (To know the path on the box run diagnostic apps check for PO module and look for these file names).
If they match with the patch application dates, then you might have to open a SR and get the fix from Oracle
Karthik.

Approval procedure if user change in the unit price at Purchase Order

Dear Experts,
I have defined purchase price list in the item master data. I want an approval if there is any devaition in the purchase price list and unit price which is defined in the purchase order. It will always go for the approval.
Regards,
Ravindera

Dear Ravindera,
Approval is only working on the header level. Unless you just care about the first line, no approval procedure can be built for other lines.
You can block those PO by SP_TN instead.
Thanks,
Gordon

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,
Rahul

Dear 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

Approval Procedures - Emails

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