Creating Approval Procedure

Hello Experts,
How to Create Approval procedure for user defined forms.
Quick Reply will be helpful
Please Suggest

Hi
You can't use SAP's Approval procedure for user forms..for them you have to create your own procedure...like you can create a form where you can set the persons who can approve the document manage through the udf on the document that yes it isapproved or not.....like that
Regards

Similar Messages

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.

How to create Approval procedures for various departments

Hi Experts,
I want to create a approval procedures for sales , purchase, production and finance screens.
I am going to the Approval stages , there i am giving name, description and selecting authorizer and finally when i want to select the sales module under department , there i can see only general .
i cldnt see all the departments here. what is the reason? solution for this. PLease.
Thanks & Regards,
Dwarak

Hi Dwarak,
Please specify the department in Administration --> Setup --> General --> Users and find the user code and then map the departments.
In the Approval templates Originator is where the users can be setup and in the select the required documents and map the create th Approval stage ( The user who authorises the document created by the originators)
Regards,
Rakesh N

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.

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

Approval Procedure User wise

Hi,
can any one tell me is it possible to create approval procedure user wise?
Scenario is
Any department can raise purchase order (Requisition) It will go to the relevant head of department for quantity approval, after that it will go to the purchase department for price approval
Can any one tell me the query
Regards
Shashi

Create seperate approval stages for the users A,B & C.
In each approval stages set No. of approvals required as 2.
For the User-A in approval stage,
Select User-G,Select Department.
Select User-Y,Select purchase department.
Similarly create approval stages for Users B & C.
Also create 3 seperate approval procedures
for the users A,B & C.
Link approval stage of user-A with each approval procedure
for User-GY,Set Orginator as User-A & department,Select
Purchase Order in Documents Tab,in terms
Apply condition using query(Istavan).
Similarly create seperate approval procedures for users
FY & HY as above.
Jeyakanthan

Approval procedure only for the check payments

Hi All,
Is it possible to intiate the approval procedure only for the check payments in the Outgoing payments ?

Hi Anand........
Welcome to SAP Business One Forum.......
Yes it is absolutely possible to create Approval Procedure for Check Payment.
Please refer the following Query for Check Approval
Select Distinct 'True' From OVPM T0 Where T0.CheckAct is Not Null and T0.CheckSum>0
Apply above Query to Approval Procedure and assign it to proper User. and then check.......
Regards,
Rahul

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

Create Orders of Sale from DIAPI, Approval Procedures not works

Hi Experts,
I generate Orders of sale, from an application for DIAPI, the orders have approval procedures of authorization but they do not apply to the generated orders, which I must do in order that he executes them.
Thanks,
Carlos.
SAP B1 8.8, SQL 2008, WinSvr 2008 x64

Hi
If you create sales order through DI API then it will go not for approval. You can try an alternative first create it as a draft , later when the draft is converted to sales order it will go for approval
Regards
Arun

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

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.

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

How to delete (remove) a approval procedures templates ?

I have added an approval procedures template for 2 stages for Good Receipt PO.
then we used this approval procedure for several days.
recently , our manager hopes me to remove this approval procedure. ╮(﹀_﹀")╭
I have tried many methods to delete (remove) or stop this approval procedure.
but , I still can not find out the solution.
hope somebody can kindly give me a suggestion. :P

Hi!
THERE IS NO WAY TO DO IT.
If you still want to delete it from the database please create message to SAP support. May be it helps.
Regards,
Anton.

How to Create Approval for New Business Partner Master Data

Hello Experts,
Is it possible for creation of an approval query such that while creation of New Business Partner:
if
a user forgets to add data in a field say TIN No. which is present in Tax Information,
then
the Business Partner Creation is withheld and sent for approval .
Can someone please help me with creation of such an approval procedure ?
Thanks and Regards,
Manish Saluja

Hello Manish...
Sorry to say there is no way to create an approval template on master data (BP, item, etc). However, we once had a similar problem and used the Alert Management to catch critical information that was missing during the creation process. Everyone had to enter a credit limit with no exceptions. I do not have the exact SQL in front of me, but it went something like this...
Very simple...
SELECT
T0.CardCode,
T0.CardName,
T0.CreditLine
FROM OCRD T0
WHERE
T0.CreditLine IS NULL
Then we set an Alert Message to go off every minute and sent it to the Accounting Department. Although it did not STOP them from adding the Business Partner, it sure did give someone the heads up to call the person who created it after looking at the Change Log. Sort of a compromise...maybe that helps you???
Take care - Zal

External requests and QA Approval procedure

Hi all,
We have the standard solution QA Approval procedure implemented. This solution is to become mandatory the approve of all requests in Quality Assurance systems before imported in production system. When I have an external request imported in the development system, it arrives with a different transport layer. The SAP suggestion is create a request of transport of copies, and after then copy the external request to this new request. The problem is that when we are transporting the new request (transport of copies), it also cannot be approved in QA.
I'd like to know if somebody already configured the QA approved procedure for external requests.
best regards

Did you put a message to SAP? I have never come across this problem.
What is your system release?
Juan - This issue is not related to workflow

Creating Approval Procedure

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