Help on Discount after Approval Procedures

Hi Experts,
Our customer is reporting an error after approval process that some documents has discount after the approval procedure.
Our customer insist that there are no discount when they approved the PO/ or Ap invoice but after approval, the originator can no longer add the documnts due to discounts.
Is there anybody experience the same problems with thier system.
I cannot report this since I cannot simulate the error
We are using 2007B Pl15
Regards,
Sandra

HI Sandra,
I agree with Gordon, I faced similar issues with the discount field but not with approval process though.
This happens when Quantity and unit price of an item are entered and the line total gets populated automatically after this if the user changes the line total without deleting unit price or quantity the discount field gets populated according to the change in the line total, please check if the end user is doing any of this.....or similar changes in these lines.....
regards,
Murali

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Update Sales Order after approval procedure

Hi,
Anybody knows is there any way that we can enable updating of non-numeric field e.g. "item details" in the Sales Order's row after it's posted? Note that there is approval procedure involved, and Sales order posted with a status (approved).
I realized that only UDF at the document level can be updated. How to enable editing of UDF at the row level?
Thanks!
sianghing

No. Other than Sales Employee field, there is no option to update row level data after approval.
Thanks
Gordon

Sales order not editable after approval procedure

Dear SAP,
for a customer we need to find out a way to edit sales orders after approval. Example: User fills a sales order with more than 100 positions and had a typing error which is realized later.
Next example: Customer wants the delivery conditions to be changed. We know that changing a document after approval might sound strange - but the customer's processes are like that.
Thanks a lot in advance, sincerely
Guido

It is not strange that every now and then, users have requests to change a document after approval. However, the discipline is absolutely necessary here. There is no room for you to change. Otherwise, the approval procedure may not be that useful. If there is typo, you have to recreate the document. Next time the problem would be less. If unfortunately customer wants the delivery conditions to be changed, then you have to recreate the document too.
Thanks,
Gordon

Delivery date and approval procedure

Hello,
My customer has the next problem. He generate a purchase order after approval procedure was ended. sometimes he wants to update the delivery date field in the row of the purchase order, but he can't do so because approval procedure restrict any changes in row level.
what can be done to solve it.
thank you all

It is always very interesting how people seem to simply accept that the system can not perform basic functions.
In our company, we are facing some critical issues because of this problem. E.g: a purchase order has been approved and teh supplier rings to inform us of supply delays. The procurement officer can not update the delivery date on the purchase order to document the updated delivery day.
This is obviously causing some major drama at the warehouse as they rely on the delivery date of purchase orders to prepare the space required to receive goods.
This is also impacting the work of the procurement manager who will possibly ring the supplier to inform him of delays when relasticly, the company has already been informed.
The approval process in SAP Business One is lacking a basic function of "loop" or simply a system to identify non critical fields which can be updated once the document has been approved (like a date, some remarks etc.).
SAP, it is time to work on a few basic ERP things.
Vincent Motte

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.
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Gordon

Cancel an approval procedures

Under the Approval Procedures 2 tutorial the following was stated, but it does not seem to work. Can anyone help me Cancel an approval procedures?
<i>In order to cancel an approval procedure, highlight a document row and select from the upper menu Data / Cancel.
In order to restore a canceled approval procedure, highlight a document row and select from the upper menu Data / Restore. The approval procedure will be continued from the stage it had been canceled.</i>
Message was edited by: Frank Moebius

Hi Laura,
I tried to check it out (with 2005) and found that to my estimation the behavior was different than stated in the tutorial; I could close or remove the approval, but never cancel...
Where did you find it? On Service Marketplace / Education / Solution Consultant Curriculum (2004?) ?.
Maybe it is outdated - or there is a bug, but I can only guess.
Furthermore this forum is more targeting the SDK area - though every developer should also know about such features...
BTW: I heard that it is planned to expose approval procedures in DI API in 2006 or in a potential SP for 2005... - let's hope. Maybe the "Cancel" works there
Therefore I propose to create a message to Support on Service Marketplace.
Thanks,
Frank
Message was edited by: Frank Moebius

Approval Procedure should be triggred for discount given in line item

Hi All,
I want the approval procedure to be triggred when the discount given in the line item per row exceed 20%. Can any one give me the query for it .
Thanks,
Gopal

Hi,
There is any other option for it, pls help me
I will explain the concept again.
In Sale quotation if the discount % given in the line item greater than 20% then while posting the saleQuotation document the particular document should go for approval, else it should not trigger the approval.
Its possible ? or any other aleternate solution
Thanks,
Gopal

Approval Procedures & messages slow after upgrade to PL2007A

Hi All
After upgrading to SBO 2007A it takes very long for approval procedures to come through altough all users are set to refress messages every 1 min.
Also the Pick and Pack is extreamly slow. The customer is complaining any ideas how I can improve their situation?
Regards
Erika Boshoff

We all like to be informed ASAP. That is why 1 minute setup seems logical. However, from database performance point of view, that will result many unnecessary transactions which may slow down your system.
Change it to 10 minutes to see if it helps.

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

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

Approval procedure query help

Hi there,
at the moment i am creating an approval procedure. This should check if a sales man enter a price that is less than the price from the standard price list. If it is, it should check if the customer already got this price.
If the customer got this price, there is no approval necessary. If the customer did not get this price, an approval procedure should be started.
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 :
Could not commit transaction '' (ADOC)
I think, like Suda already explained, the problem is, that it is not possible to base approval on row lines.
What do you think ?
Thanks Steffen

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

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.

Approval procedure required for Delivery note based on condtions

Dear All,
I have the followings situation in which the business flow is as such that Sales Quotation is made and based on the Sales Quotation AR Down Payment request is made. Once the downpayment is recieved from the customer entries are made in Incoming Payment, Sales Order is booked and AR downpayment Invoice is booked. As there are milestone payment means 30 %, 60 % which would be done through AR downpayment Invoice and final 10 % is the final AR Invoice done. Now lets say that I have a Sales quotation No 10001 having an value of USD 10000 based on which AR Downpayment Request for 30 % and incoming payment comes from the customer for 30 % which is 30 % of USD 10000 is USD 3000. After reciept of payment based on Sales Quotation No 10001 a Sales Order is been booked ( Document Number 20001 ) with a payment terms of 30 days credit. Now I want an approval procedure in the Delivery Note to do a check that if for that particular Order No the payment terms is for 30 days credit means the payment due date and if the next 60 % the customer does not pay in time (which is after 30 days) the delivery would require an approval from the Finance head.
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.
Regards,
Rahul

Editing After Approval ..

Hi ..
Is there any possibility to edit the document after the approval procedure ended .
for ex : If user created the PO which goes for the approval . And the approval provider wants to edit the quantity .Can it be possible ?
Or Is there any possibility to change the rows field after approval by the user ..
thanks
Ashish

Hi Ashish,
In SAP B1 once the document goes through approval procedure it can't be edited.The authorizer can either approve or reject the document.
Once it is rejected originator has to create new document as this document is also not editable in 2005B.
Hope this helps
Regards
Md.nazeer Shaikh

Help on Discount after Approval Procedures

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