Approval Stages- Marketing Documents

Dear All
I am working on SAP Business One 8.81 PL 06 and SAP Business One 8.82 PL00 (Test Enviroment)
In both the version approval process is not working . I defined Approval stages, Template and condition as Always.
Please let me know is there any changes are made in those version. Consultancy issue ?
Thanks & Regards
Ashish Gupte

Hi,
Check the following document to be sure that the steps you are taking are correct with respect to approval procedure :
[Approval Procedure|https://websmp202.sap-ag.de/~sapidb/011000358700001075022009E/HowTo_AppProcedures_2007.pdf]
Kind Regards,
Jitin
SAP Business One Forum Team

Similar Messages

Approval For Marketing Documents

Hi All,
i would like to set an approval procedure for te marketing documents; let's say purchase order; so that if the posting date differs from the date of the posting period, the document should go for approval. I would like to put an approval for back end data entry. How to handle this??
Thanks,
Joseph

Hi Joseph,
Gordon & Suda both are Correct.
Try to Create the below Query and Assign the Approval Procedure Terms.
SELECT 'TRUE'
IF MONTH(GetDate()) != MONTH($[$10.0.Date])
IF MONTH(GetDate()) != MONTH($[$10.0.Date]
SELECT 'TRUE'
OR
SELECT 'TRUE' WHERE MONTH(GetDate()) != MONTH($[$10.0.Date])
Regards,
Madhan.

DI API/DI Server Access to Approve Marketing Documents (Approval Procedures

a.     Many of my clients require the functionality to remotely approve Marketing Documents
b.     Currently the DI allows for the creation and updates of Approval Stages and Templates
c.     There is no mechanism to approve Marketing Documents through the DI API / DI Server
d.     This functionality is urgently required
e.     It is specifically required to access the Marketing Document marked for approval and approve/reject these Documents via the DI API

How to do it:
SAPbobsCOM.ApprovalRequestsService oApprovalRequestsService = null;
SAPbobsCOM.ApprovalRequestParams oApprovalRequestParams = null;
SAPbobsCOM.ApprovalRequest oApprovalRequest = null;
SAPbobsCOM.ApprovalRequestDecision oApprovalRequestDecision = null;
oApprovalRequestsService =
(SAPbobsCOM.ApprovalRequestsService)MyCompanyService.GetBusinessService(
      SAPbobsCOM.ServiceTypes.ApprovalRequestsService);
oApprovalRequestParams =
(SAPbobsCOM.ApprovalRequestParams)oApprovalRequestsService.GetDataInterface(
      SAPbobsCOM.ApprovalRequestsServiceDataInterfaces.arsApprovalRequestParams);
int wddCode = 1;
oApprovalRequestParams.Code = wddCode;
oApprovalRequest = oApprovalRequestsService.GetApprovalRequest(oApprovalRequestParams);
oApprovalRequestDecision = oApprovalRequest.ApprovalRequestDecisions.Add();
oApprovalRequestDecision.Status = SAPbobsCOM.BoApprovalRequestDecisionEnum.ardApproved;
oApprovalRequestDecision.ApproverUserName = SAPB1UserName;
oApprovalRequestDecision.ApproverPassword = SAPB1Password;
oApprovalRequestsService.UpdateRequest(oApprovalRequest);
Hope it helps
D.

Changing document name per approval stage

Hello All,
I need to use the Purchase Order interface both as a Purchase Requisition and a Purchase Order.
Basically, I have setup an approval stage for PO. Before the approval takes place, the document is considered a PR and post approval a PO.
Since, we can create separate print layouts for PR and PO, can the print layouts be tied to the documents approval stage ?
That is, till such time the PR is approved, only the PR layout is printable, else the PO layout becomes printable automatically.
Please throw in your ideas too.
Cheers.

When you send purchase order(ie)(purchase requisition) for
approval document is saved as draft,You can print document
with draft watermark which can be identified as purchase requistion.
After approval purchase order can be printed automatically
Wile adding.
This can be achieved by setting user defaults(Administration>Setup>Users)in which we can set it for a user to print purchase order while adding the document.
Jeyakanthan

How to develop Document approval stages for user forms

Hello friends
I want to apply document approval stages to one of my documents
how it can be done
i want it to be something like purchase order .
Thanks in advance,
Atul

Hi,
First of all go to the general settings and click Apply Approval Procedures.
Before creating a Approval Procedure - the following points have to be clear
1) Number Of Approvals.
2) Who will authorise it.
3) Which Documents are to go for Approval.
4) Who is the originator of the document.
Then go to the Administrator Module - Approval Procedures.
The first stage speaks as to the details metioned in Point 1.
The rest is as above.
A super user cant have approval procedures.

Multiple Approval on single document

Friends,
How we will handle multiple approval on single document.
Thanks in Advance
Sukhjinder Singh

Dear Sukhjinder Singh,
In SAP Business One approvals on Documents is performed via the Approval templates (Administration - Approval Procedures - Approval templates). One of the aspects of the Approval Templates is the 'Stages'. In the Stage tab of the Approval Template the Approval Stage is chosen. If more than one approver of a document is required then in the 'Approval Stage' the field 'No. of Approvals required' should be set to number of approvals which the document needs. For Example, if a Sales Order should be approved by 2 people then the field 'No. of Approvals required' should be set to 2.
It is also worth noting that more than 2 approvers can be listed as approvers and any 2 of these approvers can approve the document.
To find out more about approval procedures in SAP Business One read the document "Approval Procedures in Release 2004 A" which can be found on the documentation resource centre at the following location
Service.sap.com -> Channel Partner Portal -> Solutions -SAP Business One -> Support -> OnLine Support - Documentation Resource Centre -> SAP Business One 2004 A -> How to guides.
I hope this helps.
Noreen

Approval stage issue

Hi
One of my users is going away so I need to add another user to an existing approval stage. However I cant. as i get the error
"Cannot update approval stage:existing authorization processes are based on current stage"
How can I add moe people onto an existing approval stage?
Thanks,
Naomi

Hi,
Please make a copy of the database and test the following :
1) Clearing the already added draft document for approval with the same approval process and then changing/updating the approval stage?
2) If any draft rejected with the approval process then restoring the same.
3) By creating a new approval process with the updating approval stage and de-activate the current approval stage.
Check the complete procedure in the Demo as I am unsure what is the working and its effect in documents and reports.
Best recommendation would be to test the complete thing in Demo and then checking the above.
Kind Regards,
Jitin
SAP Business One Forum Team

Update existing marketing documents with price changes

I am looking for a way to auto update sales order prices when the item price list changes. is this possible? I havent been able to find a way to change the price on an existing marketing document automatically.

Gordon is correct, you need to do it manually. However there is a quick and easy way to update a whole document in one hit...
Open the document, hit form settings, change the price list to a different one, hit OK, it will then ask if you want to update, it doesn't really matter if you say yes or no at this stage. Then go back into form settings, change the price list back again, hit OK and this time when it asks you if you want to update, make sure you say yes.
This will update the document pricing to reflect the current pricing in the price list you have selected.

Approval for Delivery Document

Hi Experts,
My question is related to Delivery Document that how can we amend the Delivery document again, because they compare the Packing list PLDS.(Right Click to find the Packing list).So there is any solution for that.In Simple word they want to change the information in Delivery Doc becaue they don't sure about there Rate & Quantity.
Regards
Amol

Hi Amol
you can not able to change the delivery after you added in the system. But you can set that as approval stages.
Define the approval stages and check it out
Ashish Gupte

Purchase Order Approval Stage

Dear Expert,
I want to Purchase Order in approval stage except our Internal company Purchase Order.
Please gude me. I am using SAP 8.81 PL9.
Thanks
CHETAN VORA

Hello Friend,
We can configure in three way.
1. For inter company purchase oder assign usecode and usercode will not configure in Approval Template as Originator .
2. Make series for inter company purchase oder make approval query and linked with document in Approval templat
3. We can also unblock for perticulare vendor wise
Approval Procedures - Query Base Issue

Approval Stage & Template Problem

Hi Experts,
I have created approval stages and template for outgoing payments where document total is the only criteria for approval templates. Is it possible to restrict specific user with outgoing payment series wise by writing query ?? If possible how could I do it ...please suggest ..
Regards,
SK

Hi Rahul,
As per your suggestion I have written this query to restrict particular series and doctotal but its not working actually.The condition fires only on the basis of Total Document (checked) and Ratio - > condition as given
But if I configure this set up as the given below format then
Approval Template Setup -> Terms tab -> "When the following Applies" -> Total Documnet (unchecked) -> added a query in term based on user query box as below :
Select Distinct 'True' From OVPM T0 Where T0.Series=115 And T0.DocType= 'A' and T0.DocTotal>1000 And T0.DocTotal <=10000 and T0.UserSign=7 and T0.DocNum=$[OVPM.DocNum.0]
(The given query is wrtten on basis of specific doc Seris, Account type payemnt, generated user and range of doctotal)
then its not working ....Could you suggest that anything wrong in the query ??? Please guide.
Thanx and regards,
SK

Approval Stage Sequence

SBO 88 PL14
I noticed in the help "Creating Approval Templates" page step 6 states
"On the Stages tab, select one or more approval stages, or define a new stage. Change the sequence of the stages as necessary."
If I have 3 stages in the stages tab, does this mean that the first stage has to be approved before the second stage is approved and a final approval from the 3rd stage?
Or
Do all three stages get approval requests at once and all three stages have to pass?

Sales PO President Approval 30000-50000
Originators: Mary Salesperson
Documents: Purchase Order
Stages:
Stage Name            Stage Description
1 Sales Approval           Sale Manager Approval Required
2 VP Approval               VP Approval Required
3 Exec VP Required       Executive VP Approval Required
4 President Approval       President's Approval Required
5 Admin Approval           Administration Manager Approval Required
Terms:
Total Document     In Range     $ 30,000.00 - $ 50,000.00
Each stage has a one specific user.
Does the approval go to all 5 stages at once or does it go through the Sequence of stages from 1 to 5?
What does "Change the sequence of the stages as necessary." mean?
Edited by: Jeff Campbell on Apr 26, 2011 11:53 AM

BP and Item master data Approval stage (doubt)

Hi experts ,
One of client asking .. they Need approval stage for BP and Item master data... how can i do.. is it possible in SAP B1 or not.. If its possible mean can you give me some idea. about the possible.. please help me out this issue.
Thanking you
Dineshkumar kannan,

hi.
As per your Analysis if Any Expert says it is not possible.
U can Achieve.. by using Sdk.
plz have a look on below image...
Each item master or Bp master is having 3 Radio buttons
Active
inactive
Advance....
Through the Sdk code i have done the Requirement ....long back ago...
Step1: If any body open the item master it should be in In Active mode...So, they are adding the new item master...
Note: The item will be adding but , We can not post the Transactions like Sales order others....
once it is active only We can do the transactions..
Step2: i am using Sdk ... a Small message will go to the Approver....
Step3:I create a customization Form once Approver Approve the Document ..... i make it item master in Active to active......
If it is not usefull. just ignore it....
Bp master is also same process................
This type of Requirement

Attachement with any Marketing document

Dear All
Can we attached any external document with Sales Order or Purchase Order while sending for approval or is there any option to save any external doc with any Marketing doc in SBO.
Regards
Nabeel

Hi Deepak and Carin......
Ok Nabeel has created UDF for Attachment of an External Document and if now he has more than an attachment then rest where he will attach.
Will he keep on creating No. of UDFs for No. of attachments?
Or can he go to Activity directly from Marketing Document and can attach No. of Copies which happens in standard?.......
Please give your inputs....
Regards,
Rahul

Get error when preview marketing documents by using crystal report layout

Hi experts,
I want to switch to using Crystal Report for marketing documents layout. I have import Sales Quotation u2013 Generic (CR) layout which provided by XX-1.2.b1p package. I can preview added records but it doesn't work on drafting documents and saved drafts. The system prompt u201CThe system cannot find the path specifiedu201D and u201CObject reference not set to an instance of an objectu201D. On the same server, it was working fine in our other company database. I don't think this is the problem of database location setting in Crystal Report. Can anyone give me advices, thanks!
Regards,
Ivan

Hi! Rahul,
Thank you for your reply first. Your method doesn't work in my case. Can you tell me the steps of creating a new layout for added records and draft documents. I have created a quotation layout which work with added records only, the steps has been show below and please comments, thanks.
1. In Crystal Report > new blank report > create new connection > Choose "SAP Business One" > Select OQUT under "B1 Tables".
2. Insert "CardName" field to report > Create DocKey@ parameter and set it equal to DocEntry in select expert record function
3. Click Add-ins > SAP Business One > Save > Choose company database and input manager password.
Regards,
Ivan

Approval Stages- Marketing Documents

Similar Messages

Maybe you are looking for