Credit approval query

Hi All,
There is a sales order which was in credit block . Later that block was removed by a user and it is not saved in changes of sales order. How can I find who has removed credit block in sales order and date of the removal.
Regards
Nidhi

Hi Nidhi,
Go to T.code SE16N give the table CDHDR or CDPOS it may use full to identify the changes.
Regards
Ram

Similar Messages

Credit Approval across multiple databases

Hi,
We are trying to create a credit approval across two databases i.e. set my limit in the one database but would like to have an approval fire in my other database if the combined customer balances + new transaction amount is greater than the limit set.
We get an cannot commit ADOC error.
Please have a look at the query and let us know what needs to be changed.
Thanks
Jacques
SELECT 'TRUE' FROM SBODemoUK.dbo.OCRD a, SBODemoUS.dbo.OCRD b WHERE $[a.cardcode]=$[$4.0.0] and $[b.CreditLine]< (($[a.Balance]$[b.Balance])$[$29.0.0])) and $[a.cardcode]=$[b.cardcode}

The $ before a.cardcode is not the right syntax. Also when you are referencing the DocTotal I changed the syntax to
$[$29.0.Number]
so that we can get the value without the currency symbol
Could you please try this
SELECT DISTINCT 'TRUE' FROM SBODemoUK.dbo.OCRD a, SBODemoUS.dbo.OCRD b WHERE a.cardcode=$[$4.0.0] and b.CreditLine< ((a.Balance+b.Balance)+$[$29.0.Number]) and a.cardcode=b.cardcode

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

Problem with user defined approval query

Hi
Sorry me for my english
I have a problem with approval query
DECLARE @DocDate DATETIME
SET @DocDate = (SELECT $[OINV.DocDate])
IF (DATEDIFF(DAY,@DocDate,GETDATE())) != 0
BEGIN
SELECT DISTINCT 'TRUE'
END
the query works with the previous invoices, but today's invoices show me a error colud not commit transaction
Can Help me?
Thanks
Felipe Loyola

Hi Felipe Loyola,
Try this:
SELECT DISTINCT 'TRUE' FROM OINV T0
WHERE DATEDIFF(DD,T0.DocDate,GETDATE()) != 0 AND T0.DocNum = '$[$8.0.0\]'
Thanks,
Gordon

Credit Approval/Releasing

Credit Approval/Releasing
Approval Path Credit Analyst > Credit Team Leader> Credit Manager > Sales Director>Credit Committee
There should be an Approval Workflow for a blocked SO to be released and then invoiced. The approval hierarchy should be based on the Excess over Credit Limit % or amount and Past Due % or Amount (computation by Credit).
Is this possible?
Thanks!
Cindy

Hi Cindy Sy,
This is possible and you will have to use Work flow Program for this. You take the help of a Technical person who has knowledge about work flow programming and he will be able to help you.
To maintain the Approval Hierarchy and the Credit Limit % or amount based on which OR upto which a Approver can release and the details of next approver in authorised to release etc can be maintained in a Z Table which can be maintained in SM 30 Transaction.
Work in coordniation with Technical person with work flow knowledge and this can be done easily.
Reward points if it helps
Regards
Srini

Rounding data on an approval query

Hello everyone...
As You know, taxes have increased in Mexico so we created new tax codes and accounts, and since I can't block any of the old taxcodes/acounts until all previous documents have ben closed/paid the only option I could think of was creating an approval process for all documents using the previous tax codes, since I can't create an approval query based on document lines/rows, I created it comparing the document's tax vs the document's total ($$). The old taxes were 10% and 15% these are the percentages I want to "block" using the approval process.
Here's the query I created
IF (($($27.0.number) = $($22.0.number).15) OR ($($27.0.number) = $($22.0.number).1) ) SELECT 'TRUE'
The query/approval works, but there is a problem: SBO rounds to 2 decimals, so for a $ 124.15 sale the 15% tas would be 18.6225 but the tax ammount field would show 18.62 only which by being different in 0.0025 passes the criteria...
How can I make this query work with rounded data?, I tried using round($($22.0.number)) but when then I always get a "Cannot comit transaction" error..
Thanks in advance
Hugo

Hugo,
I am glad my suggested solution worked. I try to answer only questions that I know will work.
It does not help in answering on a trail and error basis which unfortunately happens a lot of times as the enthusiasm in answering keeps away the focus.
Depending on your decimal places definition in General Setting the numbers would be rounded.
Using CAST to Varchar will also preserve the decimals but the numeric value will get converted.
Best wishes
Suda

Approval Query to skip for one Vendor Group - Not working

Dear All,
I am trying to create an approval query wherein when a user creates a Purchase Order for a Particular Vendor Group then the approval check is not required and for other Vendor Group approval check is required. The query is as under :
SELECT distinct 'true' FROM OPOR T0 INNER JOIN OCRD T1 ON T0.CardCode = T1.CardCode INNER JOIN OCRG T2 ON T1.GroupCode = T2.GroupCode WHERE T2.GroupName <> 'Supplier Own Group'
I don't want that which vendors are in Supplier Own Group check go for an approval process. Means all vendors in this group should get skipped for approval.
How to achieve this because this query seems not to be working in the approval process because when a user creates a PO whose Vendor group is under Supplier Own Group then also the approval checking is happening.
Please help how to resolve this issue.
Regards,
Depika

Hi,
Try this
SELECT distinct 'true' FROM OPOR T0 INNER JOIN OCRD T1 ON T0.CardCode = T1.CardCode INNER JOIN OCRG T2 ON T1.GroupCode = T2.GroupCode
AND T2.GroupName <> 'Supplier Own Group' where T0.CardCode = $[$4.1.0]
Hope this helps,
Son.

Approval Query when a Sales Return Document is Created.

Hi all,
When i post a Sale Return Document , the following Approval Query is not working when i try to work out for Approval of a New Sales Return document is Created.
Select 'TRUE' From ORDN T0 Where T0.DocStatus='O' And Datediff(dd,T0.DocDate,Getdate())=0
Is there any wrong with this Query?

Just Opened the Recently Added Return Document with all the other window closed.
Then, Tools -->Queries --> User Queries --> Approval Procedure (Category where my above sales return query is placed in the Query Manager) --> Sales Return (Return Query)
When clicking on it...the query Generator window opens with TRUE as the result.
But When adding the Return Document the REMARKS Window which always Opens for all the Approval Documents isn't Opening

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.

Approval Query for Outgoing Payment

Hi All Experts,
I have to Create Approval for Outgoing Payment where payment means is Cash,Cheque or Bank Transfer but not Credit Card.
In other words approval should be raised for all payment means other than Credit card payment means.
For which I have Created Query as follows
select Distinct 'true' FROM dbo.OVPM T0
Left join dbo.VPM3 T1 on T0.DocEntry=T1.Docnum
WHERE T0.CreditSum=0 And T1.CreditAcct is null
payments goes for approval but Credit Card payment also goes for Approval which is not required.
Please Help me to Correct the Query.
Regards,
Gayatri Shukla.

Hi,
Little modification to your query. Try this.
select Distinct 'true' FROM dbo.OVPM T0
Left join dbo.VPM3 T1 on T0.DocEntry=T1.Docnum
WHERE T0.CreditSum = 0
Regards,
Amrut Sabnis.

SO Approval Query

Dear Experts,
I have applied this query for SO approval if the credit limit is greater than order balance + Balance but the approval is working only for the first time.
What i mean to say is for customer ABC i have defined credit limit of 1000 now when i had made sales order of 500 and i have outstanding of 500 and now when i have made another sales order of 100 it went for approval and was approved which is perfect but again when i am sending another sales order for approval it got added without approval.
SELECT DISTINCT 'TRUE'
FROM ORDR T0
INNER JOIN OCRD T1 ON T1.CardCode = T0.CardCode
where T1.CreditLine > (T1.OrdersBal + T1.Balance) and T0.CardCode=$[ORDR.CardCode]
So where i am going incorrect
Thanks-
Mona

Hi Gordon,
The existing query is not working perfectly.
Scenario I :
The credit limit defined is $ 1000 there is no outstanding and orders against that customer.I am creating 1st order for $1500 at that time it should go for approval but it is not going.
The query used by me is -
SELECT DISTINCT 'TRUE'
FROM ORDR T0
INNER JOIN OCRD T1 ON T1.CardCode = T0.CardCode
where T1.CreditLine < ($[ORDR.DocTotal.number] + T1.OrdersBal+T1.Balance) and T0.CardCode=$[ORDR.CardCode]
Scenario II:
The credit limit defined is $ 1000 there is no outstanding and orders against that customer.when I am creating 1st order for $500 it is not going for approval which is correct and if i am making another sales order of $600 it is going for approval.
In short approval procedure is working for scenario II and not for I.
Thanks-
Mona.

Credit Management Query - Transfer of credit limit to other customer.

Hi Team
Can Credit limit can be transfered from one customer to other customer with in same control area ? If so what are the necessary step that has to be taken care (i.e, is Business Approvals mandatory or manually SD Cons can do it ?)
Ex : There are 10 customers in control area 5000.
Customer1 has credit limit has been set to 250 US $ & he has already used 249.99$ , now his credit limit has to be transfered from customer 1 to customer 2 . Is it possible to do this thru T.code VDH1N ?
Please provide your suggestions .
Thanks.
Edited by: Medhaphani on Oct 11, 2011 9:19 AM

Dear Medhaphani ,
First of all, Business approval is MANDATORY for making such changes.
Secondly, the requirement is not feasible as per my knowledge.
One possbility is , imagine we have to transfer the credit limit of customer A to customer B.
There should not be any exposure for both A and B.
Because financial documents have already been created for A and B and hence even if we manage to manipulate the transfer of exposure (using table edit), it will create a mismatch in the accounting during audits.
Hence please wait for more exper opinion on your requirement and ask business to hold this requirement for a while.
Thanks & Regards,
Hegal K Charles

Approval Query

Dear all,
I want to set an approval for purchase order document. but there is one condition, the purchase order should only go for approval when they are belonging two item groups (kitchen and crockery item groups).
Please help me in writing the query.
Thanks & Reagrds
Tavargeri Ganesh

Dear Tavargeri Ganesh,
Unfortunately, your required query can not be created because that info is not on the header but in the row level. The possibility could be if your approval depend only the first line item.
Thanks,
Gordon

Total Credit Limit exceeded, but orders are still credit approved

Hello,
I'm encountering the following issue for one customer:
Total credit limit - $100,000
Individual limit - $80,000
The customer has two credit control areas. For credit control area 1 (CCA1):
Credit Limit - $80,000
Credit Exposure - $110,000 (i.e. credit exposure exceeds credit limit for not only CCA1, but for the entire customer credit limit)
For credit control area 2 (CCA2):
Credit Limit - $20,000
Credit Exposure - $10,000 (i.e. credit exposure does not exceeds credit limit for the CCA2, but entire credit limit is still exceeded)
When I enter a sales order in credit control area 2 for this customer, the credit status is approved, even though the total customer credit limit has been exceeded. I am wondering if this is standard SAP behavior. If so, what's the point of a total credit limit if it doesn't reject an order where the total credit exposure exceeds the total credit limit?
Risk category and all other config for the credit control areas match in OVA8. If this is standard behavior, or if there is a configuration element turned off that should be turned on, I would greatly appreciate the help. Thank you in advance.

Hi,
Pls check if the risk category is assigned in FD32 and the relevant combination exist in "Define Automatic Credit Control".
Thanks,
Mauryan
Edited by: Mauryan on Apr 25, 2011 5:22 PM

Outstanding balances and Credit Limit Query

Hi Experts!
Can anyone write a query wherein it shows the following columns:
1.) Customer Code
2.) Customer Name
3.) A/R Outstanding Balance
4.) Total amount of checks of that particular customer that have due dates after the current system date.
5.) Sum of 3 and 4
6.) Credit Limit
Your immediate response is highly appreciated.
Warm regards,
Jen

Hi!
Thank you for your response.
What I meant about the 'Total amount of checks of that particular customer that have due dates after the current system date' is let us say today is date in SAP, I want to see the total amount of checks that have due dates after today.
Example:
Current Date: 09-09-09
Check 1: Amount: 1000, Due date: 09-09-09
Check 2: Amount: 2000, Due date: 09-10-09
Check 3: Amount: 3000, Due date: 09-11-09
Total amount of checks of that particular customer that have due dates after the current system date = 5000
5000 is the sum of Check 2 and Check 3.
Hope you understand.
Warm regards,
Jen

Credit approval query

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