Help Approval Procedures

Hi All
I'm not sure if this is possible in SBO, I want to know how can a user (Finance department admin clerk ) capture an invoice (Purchase Invoice) and then selects the person who is the Head for that department to receive it.
N.B. Approval Procedure are active for Invoices added on the system. Currently the setup is if a Finance user captures an Invoice irrespective of the value, the invoice must be sent for approval to all the GM's ( General Managers).
Now a problem is when it is sent to all the GM's a mistake can happen when a GM is in a hurry or (s)he approves another departments invoice.
I was thinking of activating data ownership and specifying the rules for each user.
Is there another way where only Purchase Invoices for each department be sent to that particular department when the Approval Procedures are active?
Thanks
Bongani Dlamini

Hi Suda
Invoices are captured by the Finance department , so when the user presses add an approval procedure is launched to all the departments.
This is causing inconviences as some users only get one or two invoices in two weeks and other more than 10 invoices a day.
So if a user in finance captures an invoice for any department between the 6 departments the invoice approval must be launched for that department head only.
Hope this helps.
Bongani

Similar Messages

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    I started to write this query, ith the idea to check a sum of two price for the approval. But i get an error if i insert this query.
    DECLARE @x numeric(18,4)
    SELECT @x= (SELECT $[$38.14.])
    SELECT @x-T0.Price
    FROM ITM1 T0
    INNER JOIN OCRD T1 ON T1.CardCode = $[$4.0.0]
    WHERE T0.Pricelist = T1.ListNum and T0.ItemCode = $[$38.1.]
    Has anyone another idea or tips to solve my issue ?
    Regards Steffen

    Hi Gordon,
    thanks for your reply, i inserted your query and it works from the point, thats not possible to create a order with prices less than standard prices. The system gives this error message :
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    What do you think ?
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  • Help on Discount after Approval Procedures

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    HI Sandra,
    I agree with Gordon, I faced similar issues with the discount field but not with approval process though.
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  • Query for approval procedure - A/R invoice and A/R credit memo

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                  I have made below query, but if days are >180 or <180 it is goinf for a approval. Can any one suggest for this.
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      FROM OINV T0  INNER JOIN INV1 T1 ON T0.DocEntry = T1.DocEntry
    inner join RIN1 T2 on t2.BaseEntry=T0.DocEntry
    inner join ORIN T3 on T2.DocEntry = T3.DocEntry
    where  DATEDIFF(day,T0.[DocDate],T3.DocDate) > 180
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    Hi,
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  • 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.
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    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.
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  • 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.
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    Kapil Kapoor

    Hi,
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    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.

  • Cannot View Doc from Outgoing Payment under Approval Procedure messages

    Hi Experts,
    Both Originator and the approver cannot view the some of the pending and rejected documents when they are trying to edit the docuemtns from the approval procedures messages and approval decision reports.
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    I already check the authorization for outgoing payment they both have full authorization. I can view the document as a super user. I need to know what other authorization do I need to check
    Both originator and  approver has full acess on outgoing payment since some of the documents can be viewed som3 documents cannot bew viewed.
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    Regards,
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    Edited by: Sandra Callanta on Oct 20, 2009 11:06 AM

    Hi
    Login with userid who will approved the document
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  • Approval procedure required for Delivery note based on condtions

    Dear All,
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    I think the above situation can be solved from the approval procedure with the help of some query but am not able to understand as to how to work on it.
    Would be obliged if you can throw some light in it.
    Regards,
    Rahul

    Dear Gordon,
    I think you did not understood my requirement. See the first 30 % downpayment the customer would be giving at the time of Sales Quotation. Now ater 30 % is recieved sales order would be booked. Now based on the sales Order delivery would be ONLY done when the next 60 % the customer pays. If he does not pays the next 60 % I want an approval to be done for delivery.
    I had mentioned in my earier thread - ''next 60 % the customer does not pay in time (which is after 30 days) the delivery would require an approval from the Finance head.''
    Means I want an approval check to be done on delivery with a condition of 60 % of the order value. And the final AR invoice would be done on the last 10 %.
    I hope I am clear in my requirement.
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    Rahul

  • Enhanced Approval Procedure Functions- authorization issue

    Dear Expert,
    I have activated the enhances approval procedure function as per below screen shot:
    Granted authorization as mention in New ChaRM Feature with SP 10: Enhanced Approval Procedure Functions by Michael. With SM_APP_AP with 02, 22 and 75.
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    Please help as i want the requestor to be able to select the approval procedure and approval steps but not approving the CR. Im following the chart below but seem like is not working.
    Role
    SAP standard roles
    Activity for
    Change Manager
    SAP_CM_SMAN_CHANGE_MANAGER
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    SAP_CM_SMAN_OPERATOR
    SAP_CM_SMAN_TESTER
    37 (delivered inactive)
    Power User, Administrator
    SAP_CM_SMAN_ADMINISTRATOR
    70 (administer), 37 (approve) approval step, 75 (delete approval step), 22 (add approval step), 02 (change approval procedure assignment)
    Thanks
    Regards,
    Junnie

    Hi Jansi,
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    Regards,
    Junnie

  • 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.    &#9582;(&#65088;_&#65088;")&#9581;
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    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.
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  • Query for terms in approval template of approval procedure

    dears
    i need to write  a user query for approval template terms that chek for any price zero in invoice items .
    i tried the true query
    select 'true' from inv1 where $[inv1.price]=0
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    any help will be appreciated!!
    talal

    Hi,
    Its not possible on row level Price.
    Try to Document total procedure, it will work.
    SELECT Distinct 'True'  FROM OINV T0 WHERE $[OINV.DocTotal]='0.00'
    Thanks,
    Madhan.

  • 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
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  • Approval procedure on item groups

    Hi All
    I would like your assistance on this query, I need a query that will execute an approval procedure when an item with item group name contains or part of the word software is used on the sales quote . 
    I need to know how can i pull the item group from a selected item and display that on a udf and use info on that udf to trigger an approval .
    Thanks
    Bongani
    Edited by: Bongani Dlamini on Jul 13, 2009 1:25 PM

    hai Bongani Dlamini
       Row level approval is not possible in SAP B1,as a work around try this query in approval template,this will help u to check
    only first item,other wise u have to write stored procedure
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  • Is it possible to use the Copy Express to copy across Approval Procedures?

    Hi,
    We're running SBO 8.8 for a new customer and need to copy the Approval Procedures from one database to another - there are absolutely loads and it'll too painful to create them manually.
    We can't see the option in the Copy Express tree - can anyone help?
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    Thanks,
    Mohsen

    Hi Mohsen,
    Due to the complicity of the approval procedures, I think it is too hard to build a copy tool for this under current system structure.
    As for insert statement in SQL, it is absolutely a no go. Unless you want the risk to lose SAP support, never try that. You have to re-create them.
    Thanks,
    Gordon

  • Two Steps Approval Procedure

    Dear Experts,
    I want to set approval Procedure for Purchase Order
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    Thanks
    Taruna

    Hi Taruna
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    Regards,
    Venkat.

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