Can DI Trigger approval procedures?

Hi,
I have added an approval procedure in B1, when a user adds an Order the manager approves it. Now when the same User adds the order using the DI, the apporvals fail. Is there any work around for this.??
I have seen the previous posts regarding the same with no solution, is it solved now..?
Thanks & Regards,
Vasu Natari.

This functionality is now available in 8.82
From the What's New 8.82 Document:
"The DI API now supports the entire approval procedure process.
After you add a document that meets the condition of an approval template, the approval process is triggered and the document is saved as draft. The approver then looks up and updates the approval requests via the ApprovalRequestsService object in the DI API. When the approval request is approved, you can use the SaveDraftToDocument method in the Documents, StockTransfer and Payments object to convert the draft to a document.
To activate the feature in the DI API, use the EnableApprovalProcedureInDI property in the AdminInfo object and make sure that the DocConfirmation property of the AdminInfo object is set to Yes."

Similar Messages

Does editing document trigger Approval Procedures checking?

Can anyone confirm that a document go through Approval Procedures checking when it is being added? It does not trigger the checking when it is edited?
I notice if I add a document, the Approval Procedures kicks in, but if I edit a document (so that it meet the Approval Procedure criteria) the Approval Procedure does not appear.
Thanks.

Thanks Rahul, if the document initially does not trigger approval procedure but after changes it should trigger approval procedure, for example:
Credit Limit $1,000, Outstanding Balance $800, user created a Sales Order of $150, added to the system and edit it to $250 after that. The editing should trigger approval procedure but it doesn't.
Is it correct system behaviour?

Reg: Can we implement Approval procedure in PI

Dear Friends,
Here is a business requirement,where i need to integrate with CRM NEXT application to SAP.
In this i need to use approval process as like in workflow.
In this CRM the employee applies a request and that request has to go to respective managers in sap and then if he approves then update the request in sap and revert response has to be updated in CRm application also.
I need update in CRM about status and complete process back. the same to be updated in sep also.
here there is one more condition when the claim amount is more it has to route to two approval procedure . If it is less single approval procedure.
please suggest me how to complete this task..
Regards
Viajy

In this CRM the employee applies a request and that request has to go to respective
managers in sap and then if he approves then update the request in sap and revert response
has to be updated in CRm application also.
I need update in CRM about status and complete process back. the same to be updated in sep also.
here there is one more condition when the claim amount is more it has to route to two
approval procedure . If it is less single approval procedure.
Your req is a example of BAM....yes it can be achieved in PI7.1...u need to use BPM for this req....in the BPM use the User Desicion step and you will get the result
There are two blogs available for User Desicion illustration.
Regards,
Abhishek.

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

Can set approval procedures in outgoing payment?

hi all,
can we set approval procedures in outgoing payment?

Hi Grace,
at this point approval procedures for Purchasing are only supported on the following Business One document types:
- Purchase Order
- Goods receipt PO
- Goods return
- A/P Invoice
- A/P Credit Memo
Typically you would use purchase orders to facilitate a business process that requires approval for purchasing items.
What is your Business Process that would otherwise require an approval procedure to be in place before releasing payment?
A different approach could be to enhace the application utilizing our APIs.
Regards,
Torsten Budesheim

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

Approval Procedure for addon forms

HI experts,
Can we set approval procedure for the Addon forms?
If so,suggest me a way

Ya it is working awesome......
What all you need is to build a logic to set the approval such a way that it would work like standard Approval.
I did it separately and not linked with standard one as it was not possible I guess so.
So I created this and then by Alert I poped up this to the authority and let it work like standard procedure........
Regards,
Rahul

Approval procedure for Payments

Dear All,
Can we set approval procedure for outgoing payments in 2007A?
Regards,
Tamizharasi.S

Hi,
Payment was only enabled in Approval Procedure for a few countries in 2007 B.
SAP Intends to introduce payment in approval procedure for 8.8,
Check Note [1361189|https://websmp230.sap-ag.de/sap(bD1lbiZjPTAwMQ==)/bc/bsp/spn/smb_searchnotes/display.htm?]:
Kind Regrads

APPROVAL PROCEDURE THROUGH QUERY

Dear Suda,
Now i am telling wat i have actually done and wat is its result. Please try to understand it.
First of all I have made the querry below-
SELECT DISTINCT 'True', T1.DiscPrcnt AS 'Discount % per Row', T0.SlpName AS 'Sales Employee Name' FROM [dbo].[OSLP] T0 INNER JOIN [dbo].[RDR1] T1 ON T1.SlpCode = T0.SlpCode WHERE (T1.DiscPrcnt > 25 )
In this querry i have typped DISTINCT 'TRUE' manually but keeping the SELECT table as it is.In this case the system is not asking me for any kind of discount (not greater than 25% or not less than 25%)
After that i have modified above querry as below-
SELECT DISTINCT 'TRUE' FROM [dbo].[OSLP] T0 INNER JOIN [dbo].[RDR1] T1 ON T1.SlpCode = T0.SlpCode WHERE (T1.DiscPrcnt > 25 )
In this qurry i have typped DISTINCT 'TRUE' manually. When i executed this qurry i jst get the true in first row first column place.When i have attached this querry to approval, and after that when i have started for creating purchase order with the originators log in then in this case the system is asking approval for every discount from 0% to 100%.
Wat shud i do now...Please reply ASAP.
Swapnil

Hi, Swapnil!
You are on the right path, but I'm not sure if you can run this approval procedure at the line level.
The queries you had are against the wrong table (RDR1 is a Sales Order table) and are missing the link to the active document. You have to add the reference to the active document or else you are pretty much querying against the entire RDR1 table.
You need something like this:
SELECT CASE WHEN ($[$38.15.Number] > 25) THEN 'True' ELSE 'False' END
38 is the grid and 15 is the column for the discount.
I tried a basic case and it didn't work. I think you need to loop through all the lines, but I'm not sure how to do this.
You might have to create a header level UDF that changes automatically when the discount column changes, and has some logic to keep the highest discount you have on all the lines (something like: if discount greater than already stored value, update stored value) In the end, monitor this UDF for your approval procedure.
Hope this helps!
Liviu

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

Goods Issue Approval Procedure

Hi Experts,
In Document Approval Procedure on Goods Issue Doc. can i make Approval Procedure for a particular G/L Accout.
i.e. I select an Item Code for Goods Issue and selected a particular G/L A/c. as 50102001 - Scrap Account then it should forward to Approval otherwise if that A/c. is not selected in Goods Issue form it should Add directly.
Awaiting for your helpful reply.
Regards,
Ravi

Hi Ravi....
Approval Procedure is not possible for Row Level Details...
It is always possible for Document Level data....
Regards,
Rahul

Can we trigger a seperate pricing procedure in invoice?

Hi,
While going thru few documents I came across a qs.Can we trigger a different pricing procedure than the one in sales order at the time of invoice creation ? I know that pricing can be redetermined at invoice level too and all but can we triggere a different Pricing Proc altogether?
Can there be any situation like this in real time?

Can we trigger a different pricing procedure than the one in
sales order at the time of invoice creation ?
YES this is very well possible. You differentiate the document pricing procedure from the one in VOV8 to VOFA and maintain different pricing procedure for these different combinations in OVKK.
Can there be any situation like this in real time?
I dont think so and in fact, it is not an ideal situation to have a different one.
thanks
G. Lakshmipathi

Can we call a procedure from a trigger

Can we call a procedure from a trigger
thanks

Why cant you test yourself..?
SQL> ed
Wrote file afiedt.buf
1 create or replace procedure p1
2 as
3 begin
4   null;
5* end;
SQL> /
Procedure created.
SQL> ed
Wrote file afiedt.buf
1 create or replace trigger t1
2 after insert on t
3 begin
4   p1;
5* end;
SQL> /
Trigger created.
SQL> insert into t
2 values(5,'n');
1 row created.
Message was edited by:
        jeneesh

Approval procedure should trigger on PO updation

Hi,
After adding the Purchase Order, i will do some changes on the same PO.
Approval procedure is required updation or changes in the same PO.
any one can suggest me.
Regards,
Vikram

set ANSI_NULLS ON
set QUOTED_IDENTIFIER ON
go
ALTER proc [dbo].[SBO_SP_TransactionNotification]
@object_type nvarchar(25),     -- SBO Object Type
@transaction_type nchar(1),   -- [A]dd, <u>pdate, [D]elete, [C]ancel, C[L]ose
@num_of_cols_in_key int,
@list_of_key_cols_tab_del nvarchar(255),
@list_of_cols_val_tab_del nvarchar(255)
AS
begin
-- Return values
declare @error int    -- Result (0 for no error)
declare @error_message nvarchar (200)   -- Error string to be displayed
select @error = 0
select @error_message = N'Ok'
-- ADD YOUR CODE HERE
IF (@object_type=22)            -- 22 for Purchase Order
BEGIN
if (@transaction_type='A') or (@transaction_type='U')    -- A For Add and U for Update
BEGIN
--     ADD     YOUR     CODE     HERE
END
END
-- Select the return values
select @error, @error_message
end

Approval Procedure Originator can't approve AR Credit Note

Hi All
Could someone please help me with an Approval Procedure where the Approver may also be an Originator.
Within the Finance team each member defined in the Approval Procedure can approve another Originator's Credit Notes but not their own. Within the team, they may all be document Originators AND Approvers (as long as they are not approving their own document).
Thankyou for your assistance
Peter

I don't think there is any easy logic to support you request. Your option would be creating more Stages and Templates to fit each combination of the users. In a simple word: Originator and Approver should not be the same in a Stage-Template pair.
Thanks,
Gordon

Can DI Trigger approval procedures?

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