Approval Query for Sale Delivery Problem

Hello,
I have to set approval procedure of Sale Delivery in following condition
If i add sale order for Specific item for 10 Qty for example C01 customer & after that i add sale order for same item qty 10 for another customer ie C02 & i have stock for that item 50 but user give delivery first to C02 in staid of C01 but C01 give me first order
on this condition i have to set approval user can't deliver second sale order first he have to take approval from manager to do this & he deliver first order first then then don't have to need approval.
Can any one help me?

Hi,
Row level approval is not possible in SBO.
You may check this for your reference: http://www.beonesolutions.com/ip/Solutions/ap.html
Thanks,
Joseph

Similar Messages

Approval Procedure for Sale Orders

Hi Experts:
Anyone can help me?...I´m needing an Approval Procedure for Sale Orders to be activated whenever the user is trying to give diferent discount percentage from the one assigned in the price list throughout Period Discounts. We have Sap Business One 2007A SP01 PL05
Thanks very much in advance
CLAUDIA

Hi CLAUDIA,
This has to be done through user query approval. However, since I don't have similar environment to try, you may start to create your own query first.
Thanks,
Gordon

Query for Sales Order Analysis

Dear Experts
I have written a Query for Sales Order Analysis and would like to have help on this.
The query is used for generating daily report for Sales Order on number of documents (Sales Order), total amount of sales orders and total GP of Sales Order. The query is written as below:
SELECT T0.[DocNum], SUM(T0.DocTotal) AS 'Total', SUM(T0.U_Total_GP) AS 'Total GP'
FROM ORDR T0 WHERE T0.[DocDate] =[%0] GROUP BY T0.[DocNum] ORDER BY T0.[DocNum]
where U_Total_GP is a UDF for storing the GP of each order.
After executing the query, a selection criteria of date appears and after a date is selected, the report shown information required. However, the query does not calculate column total for total amount and total GP. Although I know the total for each column can be displayed by pressing "Ctrl" + Click on the column title, it would have to be done from time to time.
Therefore, I would like to modify my query in order to calculate the column totals when executed. Are there any suggestions for this?
Thank you
Regards
Elton

Hi Elton,
Try this:
SELECT T0.[DocNum], SUM(T0.DocTotal) AS 'Total', SUM(T0.U_Total_GP) AS 'Total GP'
FROM ORDR T0 WHERE T0.[DocDate] =[%0] GROUP BY T0.[DocNum]
Union ALL
SELECT '', SUM(T0.DocTotal) AS 'Total', SUM(T0.U_Total_GP) AS 'Total GP'
FROM ORDR T0 WHERE T0.[DocDate] =[%0]
ORDER BY T0.[DocNum]
Thanks,
Gordon

How to implement Approval hierarchy for Sales Order in Order Management.

Hi,
We need approval process for sale orders in Order Management module. Currently we are using credit HOLD option for orders at shipping level. The issue we are facing now is we can not cancel those orders who contains Service Line item in it while on HOLD. The restriction raised at the time of cancelling the order that the Line Item is "fulfilled". Service line item's get fulfilled.
Is that any other possibility to have Approval hierarchy for Sales Orders in Order Management Module? If it is possible can anybody share the related document or implementation guide?
Thanks with anticipation in advance.
Many Regards
Kaleem Bhatti

I copied the standard order header workflow and the "Book Order, Manual" workflow to custom workflows. I then modified the "Book Order, Manual" workflow to put another completely custom workflow (call this "Approvals") in between the "Book Eligible" and "Book" steps.
The "Approvals" step assessed the sales order, changed the order header to the pending approval flow_status_code, and sent out the appropriate notifications. The "Approvals" step returned a Complete/Incomplete where complete would proceed to "Book" and incomplete would go back to "Book Eligible." The new workflow was then assigned to the order type needed. I don't still have access to that environment (job change) or I would give more definite instructions.

Approval Query For A/R Delivery

Hi
I have made a query for Approval Procedure, only those Delivery documents will go for approval for which A/R Down payment Request has not been made. But it is not working properly Kindly Correct the query.
SELECT Distinct 'True' where dln1 t0 inner join odln t1 on t0.docentry = t1.docentry inner join ordr t2 on t0.baseentry = t2.docentry and t2.docentry not in (Select distinct t4.baseentry from dpi1 t4) and
t2. docentry = $[DLN1.Baseentry]
Thanks
Rashid

Hi Rashid,
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

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 Authorization for Sales Order

Dear Experts,
Can anybody help me by providing a user query for Approval templete for the following condition.
The system should prevent the sales order & Delivery when the customer is having one oustanding invoice above 90 days and the balance due for that invoice is less than Rs. 100
Regards,
Srinivas

Hi Gordon,
Thanks for your effort. I am getting the approval window after the sales order . ie at delivary it is asking me for approval and also for every delivary it is asking even the customer doesn't have any outstanding. if the approval process activates during SO genaration time ..then this will be helpful.
If any previous invoice having outstanding balance >100 and if it exceeds 90 days then it should ask for approval. But the system should not check the Customer account balance.
Regards
Srinivas

Approval Query for a specific customer group

Dear Experts,
Following is the scenario, customer deals with whole sale and retail customers group. The client wishes to ensure that If the whole sales customer group account balance greater than zero then while making a sales order or invoice it should trigger approval.
Saravanan

Hi Saravnan......
Thy this Approval Query and just put the Group Code for your customer in this group code's inverted comma....
SELECT Distinct 'TRUE' From OCRD T0 Where T0.Balance>0 and GroupCode=' '
And T0.CardCode=$[ORDR.CardCode.0]
If above does not work then use below...
SELECT Distinct 'TRUE' From OCRD T0 Where T0.Balance>0 and GroupCode=' '
And T0.CardCode=$[$4.0.0]
Regards,
Rahul

Approval Query for Receipt from production

Hi experts,
I want to define an approval process for receipt from production.
The condition is below:
Only if it is " Receipt from production" then the goods receipt document should go to approval of quality.
If is any unplanned direct goods receipt then system should allow to add it straightly.
To do so, Please provide me the required query.
regards
Ravindran Srinivasan

Hi Ravindran,
I once encounter same problem like this. And I found out that, unfortunately, approval procedure can't work on receipt from production document.
Yes, we all know that receipt from production and inventory goods receipt are actually same object type in SAP B1 and stored in same table. But, try it by yourself in your testing database, even if you apply the approval templates for goods receipt document, and you apply the condition as "always", you won't get prompted for approval if you try to add the receipt from production document.
However, I said this based on my experience with version prior to 8.81 and 8.82. But somehow I have a strong feeling that this issue still not yet realized by SAP.
Best Regards,
Hendry Wijaya

Crystal Report for Sales, Delivery and Payment.

Hi Guys,
Need some expert advice over here. Currently, our sales team are using 3 separate report, one report on sales per month for each specific customers, one report on delivered amount per month for specific customers again and the last one report on payment received per month for specific customers as well.
We have the idea of joining this 3 report so that I can report on sales, delivery and payment all at once so that they can see the trend better. However, after trying for quite a few times, we fail to create a common joining between ORDR, ODLN and ORCT. Is there any possible way to work something out ?
I have thought of using subreport, but I just cant find the way to plug in the figure correctly.
Need some advice over there.
Thank you.
Best Regards,
Alex

Based on what you have told me, then you should then join Sales Order, Delivery, Invoice and Incoming Payments into one.
The reason I say Invoice table also is because, you cannot directly link Delivery and Incoming Payments window.
Also you it is not enough that you link the ORDR, ODLN and ORCT, you will need to get the details from RDR1 and DLN1.
In SAP Business One, each line in SAP Business One can have a different Delivery documnet.
The TrgetEntry, TargetType will give you this information. For example, if a line for Sales Order has TargetType 15, then TrgetEntry will be the DocEntry in the ODLN. But if it TargetType is 13 it means the Sales order was converted directly to and Invoice and bypassed the creation of Delivery step, which is possible in SAP.
So here is how I think you will need to link Sales order and Delivery
RDR1.TrgetEntry INNER JOIN DLN1.DocEntry AND
RDR1.TargetType INNER JOIN DLN1.ObjType AND
RDR1.LineNum INNER JOIN DLN1.BaseLine
Now this could get a little more complicated if you do partial deliveries. For example if a line in your Sales Order has say 10 items and 6 of them are delivered using Delivery Note 123 and the remaining are delivered using Delivery Note 124, then the join will give you 2 different lines.
So basically you will need to link the tables in this fashion
ORDR <-> RDR1 <-> DLN1 <-> INV1 <-> RCT2 <-> ORCT
Unfortunately, this linking process can get complicated if you do not follow certain steps, like for example if you do not create a Delivery Note and converted your Sales order to Invoice. Then the link would be
ORDR <-> RDR1 <-> INV1 <-> RCT2 <-> ORCT
I hope I didn't confuse you.
Krishnan

Linking column for sales,delivery and invoices

I just have a question regarding database schema in SAP B1.
I would like to know how SAP b1 links
Sales Delivery and invoices
In other words
i want to know all invoices based on Sales and delivery
all invoices based on just delivery etc
What is the linking field or column between these three tables
rdr1, dln1,inv1
How does Sap keep track of whether a invoice is based on sales or delivery or
both.? I appreciate your help.
Thanks,
Josh

Hi Joshua,
What you need to look at are the BaseEntry, BaseType and BaseLine fields in the item row (ie INV1 or DLN1). It works as follows:
BaseType = The originating document type where 17 is a sales order and 15 a delivery
BaseEntry = The DocEntry of the originating document
BaseLine = The LineNum of the originating document
A simple example is as follows:
1) I create an order (DocEntry 10) with 2 rows (LineNum 0 and 1)
2) I create a delivery (DocEntry 5) based on this order with both rows. In the DLN1 table my rows will have BaseEntry 10, BaseType 17 and BaseLine 0 and 1.
3) I create an invoice for the second row from the delivery. In the INV1 table I will see BaseEntry 5, BaseType 15 and BaseLine 1.
You also have TargetType and TargetEntry which show the target document details but these are not that useful as they only show the last target number and type and cannot be used where you have multiple target documents.
Kind Regards,
Owen

Req:validtion query for sales quotation

Hi,
I would like to put validation for sales quotation when Freight1 Tax Code at line level is not empty
My query is:
if @object_type ='23' and @transaction_type in ('A','U')
begin
if exists(SELECT * FROM [dbo].[OQUT] T0 INNER JOIN QUT2 T1 ON T0.DocEntry = T1.DocEntry
INNER JOIN QUT1 T2 ON T0.DocEntry = T2.DocEntry
WHERE T1.TaxCode is not null and T0 .DocEntry = @list_of_cols_val_tab_del and
T2 .DocEntry =@list_of_cols_val_tab_del )
select @error=N'001'
select @error_message =N'Freight1 Tax code should be empty.'
end
but didnot get the result.Plz give the solution.

Hi Md Zak,
Try dis..
IF (@object_type = '23' and (@transaction_type IN ('A','U')))
BEGIN
If Exists (SELECT T0.DocEntry FROM OQUT T0 INNER JOIN QUT2 T1 ON T0.DocEntry = T1.DocEntry
INNER JOIN QUT1 T2 ON T0.DocEntry = T2.DocEntry
WHERE T1.TaxCode is not null and T0 .DocEntry = @list_of_cols_val_tab_del)
Begin
set @error = N'001'
set @error_message = N'Freight1 Tax code should be empty.'
End
END
Hope Helpfull
Regards::::
Atul Chakraborty

Approval Query for Invoices with Items Onhand below zero.

Dear Experts,
I would like to make an approval procedure applicable on A/R Invoice.
When ever one of the Invoice items OnHand amount is below ZERO - I need the Approval Procedure to Popup and this way the Produce of the Invoice will be blocked.
Is there any way to write a query on Approval Template for that?
Thanks!
Regards,
D.Medalion

Hi D.Medalion
Please Follow some step
First Create Approval Stages in Administration ->Approval Procedures->Approval Stages
First -
Administration ->Approval Procedures->Approval Templates->Documents-> Click On A/R Invoice .
Second- Administration ->Approval Procedures- Approval Templates->Terms->When the Following Applies->Click Tick On Deviation from Commitment and ration Drop Down Choose Greater or Equal
Thanks & Regard
Khan Imran

Approval Query for AP Invoices Containing Budget Related GL Account

Hi Experts,
I would like to create a approval template for all AP invoices that include a GL account that is related to the budget. Can you please help me with the approval query?
Thank you!
Jane

Hello Gordon Du,
"B1 approval will only apply to document level. If you want to check line level, only the first line can be subjected to."
I was thinking to trigger the approval process based on a document (AP invoice) containing relevant cost centres on a line by line basis as entered via one of the enabled dim fields.
Writing a trigger query for each cost centre effected? This does not appear to be a good solution, what is a better direction. Is there another way? (PO are not yet used via SAPB1)
Currently my invoices add, but do not trigger the approval process based on my attempts thus far.
Can the originator manually choose an approval pathway?
If this is against posting etiquette delete and advise.
I am a relative newbie to SAP B1, so am happy to be pointed to relevant help files. I arrived via google searching and arrived here.
Thankyou.

Problems with Query for Sales

i have problems with a query, i need that have the follows fields.
SELECT T0.[DocNum] AS #Doc, T0.[NumAtCard] AS Referencia, T0.[docDate] AS Fecha, T0.[LicTradNum] AS RFC, T0.[CardName] AS 'Nombre del Cliente', T0.[DocTotalFC] AS TotME, T0.[DocRate] AS 'TC Fact', T0.[DocTotal] AS TotMS, T0.[VatSumFC] AS 'IVA ME', T0.[VatSum] FROM [dbo].[OINV] T0
But i need to know if this invoices have a PR, RF, RC,etc.
I saw that ORIN(RIN1) is for -> RC, OINV(INV9) -> RF, ORCT -> PR but i dont know how make a correctly INNER JOIN. When the invoice have a PR giveme Num of PR, if the invoice have a RC giveme the number of document destination.
So, how can i join these tables for get that information.
Thank you for you help.

SELECT * FROM ORDR T0
INNER JOIN RDR1 T1 ON T0.DocEntry = T1.DocEntry
This is a basic inner join created from the SAP Query Generator
Template would be
Select <field names> FROM <base table name>
Inner join <table you want to join> on <<condition you want to two tables to joins>>
or
Simply you can write it
SELECT * FROM ORDR T0, RDR1 T1 WHERE T0.DocEntry = T1.DocEntry
it will do the same thing and you can simply join more tables.
Hope this will help...
Sanjaya

Approval Query for Sale Delivery Problem

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