How to set up Approval or Alter for Budget amount.

Question

Hi,
We need to set Approval based on monthly Budget amount wise
ex: We set up budget amount Total year is 60000 based on GL Account (Service Charges)wise in Budget scenario set up per month is i.e., April 5000
May = 5000
June = 5000
July = 5000
Aug = 5000
Sep= 5000
Oct = 5000
Nov = 5000
Dec = 5000
Jan = 5000
Feb = 5000
Mar = 5000. when user is adding more than 5000 for the month April though this service charges general ledger account in AP Invoice or Manual Journal entries or Out going payment we need to give alter like you need get approval, after getting approval only he need add these documents. Here we have taken example he got approval for 6000 for the month April. next month he may added 2000 through service charges acct here remaining 3000 we need to carry forward to next month and we need to show in alter when he using service charges general ledger account available budget balance for June is 8000 but here also if he using more than 5000 for the June month same Approval we need to show like You need to get approval. How we can set up for this? This is my query below
SELECT T0.BudgId, T0.Line_ID, T0.DebLTotal, T0.DebSTotal, T0.DebRLTotal, T0.FtrIDRSSum, T0.FtrODRLSum, T0.FtrODRSSum, T0.MonthPrcnt, T0.AcctCode FROM BGT1 T0 WHERE T0.DebLTotal >5000 and T0.Acctcode=4110101001 this query I added in terms under Approval template set up for AP Invoice but when am adding Ap invoice through Service charges GL account itu2019s not showing approval message. Please guide me how to solve this?
And Case 2. I tried though SP also to block if Budget amount exceed in AP and Manual Je but it's not blocking documents. Below SP
Begin
set @check1 = ((select inv1.linetotal from bgt1
cross join  inv1
WHERE  bgt1.acctcode=inv1.acctcode and inv1.Docentry=@list_of_cols_val_tab_del))
set @check2 = ((select bgt1.debLtotal from bgt1
cross join  inv1
WHERE  bgt1.acctcode=inv1.acctcode and inv1.Docentry=@list_of_cols_val_tab_del))
If (@check1 >@check2 )
begin
SET @error = 10
SET @error_message = N'You Need take Approval from Finance Head, please forward mail to FH....'
end
end
Please guide how to setup Alters or Approval or SP for these requirements.
Regds,
Sampath Kumar.

Answer 1

Hi,
the above requirement we are going develop add on.below code is there. in this code how we can set for line level amount instead of document total amount
Private Function GetCondition(ByVal sCondition As String) As ApprovalTemplateConditionTypeEnum
        Try
            Select Case sCondition
                Case "Deviation from Credit Limit"
                    Return (ApprovalTemplateConditionTypeEnum.atctDeviationFromCreditLine)
                Case "Deviation from Commitment"
                    Return (ApprovalTemplateConditionTypeEnum.atctDeviationFromObligo)
                Case "Gross Profit %"
                    Return (ApprovalTemplateConditionTypeEnum.atctGrossProfitPercent)
                Case "Discount %"
                    Return (ApprovalTemplateConditionTypeEnum.atctDiscountPercent)
                Case "Deviation from Budget"
                    Return (ApprovalTemplateConditionTypeEnum.atctDeviationFromBudget)
                Case "Total Document"
                    Return (ApprovalTemplateConditionTypeEnum.atctTotalDocument)
            End Select
        Catch ex As Exception
            MsgBox(ex.Message())
        End Try
    End Function
Please guide me.
Regds,
Samapth Kumar.