Terms In Approval Templates

Hi All,
what if I give, multiple terms based on user queries in approval template ?
If a template contains 4 terms based on 4 user queries.
How would I know which query fired during approval ?
thanking you
Malhaar

Hi gordon,
The approvals were firing properly in 8.8.
After upgrade to 8.81 pl 07, we added one warehouse and created one series for that.
In one of our approval we were capturing series of the invoice.
In that approval we added newly created series with or condition.
after that series related approval stopped firing.
Please help.
Thanking you
Malhaar

Similar Messages

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
however the invoice executed without asking for approval procedurs.
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.

Approval Templates' Terms range bug

Hi, all
I'm writing a SAP B1 addon that reads approval templates and tries to evaluate them. Today I noticed a very strange behavior in the SAP application itself. Here is what I do:
           1. A new user called "MyUser" is defined and has permissions to create sale orders
           2. A new approval template called "Discount Range" is defined. It covers sales orders only. Only one originator is defined for that template and that's the newly created one ("MyUser")
                In the Terms tab of the new template for "Launch Approval Procedure" the "When the following applies" options is selected. In the grid below only the "Discount %" line is checked. The comparison ratio is set to "In range" and the corresponding value is " 3 - 8 ".
          As far as I understand it all this should mean that approval procedure should be triggered for every sales order if it complies with the following:
              - the user that created it is "MyUser"
              - the discount percentage for the order document is in the range of 3 to 8, including the two numbers
         I tested after that and all seems to work as expected.
         The real problems comes when I try to set the range value in the following manner " 8 - 3 " - the interface itself allows though it may be wrong to write it this way. In this case the result is that only sales orders with a discount of 3 will trigger the approval procedure. That means that the only number that falls in the range of 8 to 3 is 3 - what about 7 or 4.5.
         If I set the comparison ratio to "Not in range" and the range value to " 8 - 3 " the results are similar - this time any order that has a discount other than 3 will start the approval procedure. Once again the only number that falls in the range of 8 to 3 is 3.
         I tried similar tests with negative numbers just to be sure:
                  For Example the correct range should be " -8 - -3 " while the odd-working should be " -3 - -8"
         I'm using SAP B1 2005 A PL45. Is this bug fixed in later versions of SAP B1 or is there any workaround for it?
         One more thing - what is the meaning of the "Undefined Type" approval template's term (does it trigger any approval procedures or not).
Thanks in advance
Edited by: Paul Finneran on Oct 1, 2008 2:09 PM
Edited by: Rui Pereira on Dec 23, 2008 2:37 PM

It would help..If you could be more specific on which other ones you need to understand
Generally as the terms are worded..
Deviation from Credit Limit - If you have the Credit limit defined in the BP Master, it would validate against it
Deviation from Commitment - same as above about against Commitment limit
Gross Profit % - Document level Gross Profit would be validated
Discount % - Document level Discount would be validated
Deviation from Budget - This is when you use Budgets and if the Document causes an deviation from budget for that period...

Approval Templates' terms - help needed

Greetings, all!
           I'm having troubles understanding the approval template terms (Modules->Administration->Approval Procedures->Approval templates:: Approval Templates setup form->Terms tab->Terms grid).
           I think I know what the 'Total Document' and "Discount %" terms are but the rest are a haze to me.
           Could anyone tell me how these are evaluated against a sales order for example.
           Any help will be appreciated
Regards, Yavor

It would help..If you could be more specific on which other ones you need to understand
Generally as the terms are worded..
Deviation from Credit Limit - If you have the Credit limit defined in the BP Master, it would validate against it
Deviation from Commitment - same as above about against Commitment limit
Gross Profit % - Document level Gross Profit would be validated
Discount % - Document level Discount would be validated
Deviation from Budget - This is when you use Budgets and if the Document causes an deviation from budget for that period...

RE:Approval Templates Terms Based on queries (Requires Urgently plzzz ..)

Hi You All,
As per requirement we developed the small Addon which is attached to sales quotation & for that AddOn I need a approval which is on based userdefind query.I done this much of portation BUT as per standard. in Approval Template-Setup we have to select Document from Document Tab.but I dont have these std Document I need appproval on that developed AddOn
Rgs,
-Dinesh

Hi Dinesh,
U cannot find ur user forms in the standard approval list.
Regards,
Vasu Natari.

Making a correct, "Approval Templates Setup, Terms Tab"

Hello, I'm trying to make an Approval Template for the u201CGoods Receipt POu201D and u201CA/P Invoiceu201D windows user. I need that they ask for authorization when u201CItem/Service typeu201D is in u201CServiceu201D mode. I try by making a query but I couldnu2019t make it works.
These are the queries I make before
SELECT 'TRUE' FROM opdn T0 WHERE T0.[DocType]='s'
SELECT DISTINCT 'TRUE' FROM opdn T0 WHERE T0.[DocType]='s'
SELECT DISTINCT (Case When T0.[DocType]='s' Then 'TRUE' else 'FALSE' end ) FROM OPDN T0
None of these 3 queries work
Any help!!!
Thanks

$[$3.0.0]
form reference for the Item Type field on the marketing document

Adding New Originator in Approval Template

Hi,
1. I initially created 5 users where when they create Sales Orders, they will have to go through the approval stage. The condition which was set is based on query. When I add additional users in the approval template to go thru this process, there's a message says 'No ratio has been defined'.
What could caused this?
2. After i add new users, do i have to reselect the query in able for them to go thru this approval process?
Appreciate your help.
Rgds,
Harith

Hi,
When you Select the "When the Following Applies" options you can view two windows below that option.
In first Window, You can view the "Choose", "Term", "Ratio", "Value" Columns. In "Choose" Column you will find Check Box. In "Terms" Column you find Condition terms (ie,. like Deviates from budget, Discount% etc). In "Ratio" column you find conditions like Greater Tha, Less than etc., In "Value" column you should give the value based on which the condition works.
When you Select the Checkbox then the corresponding Condition will be taken for Approval Procedure.
In Second Window, "Terms Based on User Queries" You will select the query you have generated for approval process.
If you are using Second Window you do not select any options in First window. You can view one of the option was selected after you have linked the query in second window.
Raja.S

Approval Template Query

Hi, Is it possible to setup a approval template where an approval is required for all AP invoices that include a GL account that has a budget set for it?
Thanks,
Jane

Hi,
Yes possible to set approval template by means of query which is to be assigned under "Terms tab". But following condition should be meet,
1. Under general settings--->BP tab, you have to select "Warning" check box.
Thanks & Regards,
Nagarajan

Related to approval template

hi
i am using the sap 2005b with 36 patch
i want to set the approval for particular condition and in that approval there is one option that is "terms based on user query"
so i want save the query to that option. so what is procedure for that please help me
regards
sandip

Hi Sandip,
1) Write a Query in Query Generator and save it.
2) Then go to Approval Templates - Setup and in Terms Tab Click on when the Following Applies
3) Under "Terms Based on User Queries" Double Click on 1st Row of the Matrix. It will open the Query Manager.
4) Select the Saved Query and Double Click on it. It will automatically placed in that matrix
if it helps you, give reward points.
Thanks
Sravan Kumar Pothu

Approval Template based on Query

Hi All,
I want to wirte a query for defining approval templates.If any document (both on sales and Purchase side) is raised by a non-superuser,it should be sent for approval ,to the superusers ,before it is posted.
we have set approval templates for this.
But now,if the document contains the items with group code '101' ,then it should be sent for approvel to the superuser 'A' alone.(it is sure that in a single document items with different group codes will not be present).Others should be sent for approvel to superuser 'B'.
I know that this can be done only by using "Terms based on Queries" in approval templates.
I have never used this before.Can anyone help me with the query for this template?
Thanks& Regards,
V.M.Nivasini

Hi
The query is like this
SELECT T2.[ItmsGrpCod],T1.[ItemCode] , T1.[Dscription] FROM OINV T0 INNER JOIN INV1 T1 ON T0.DocEntry = T1.DocEntry INNER JOIN OITM T2 ON T1.ItemCode = T2.ItemCode WHERE T2.[ItmsGrpCod] = 101
Create different queries for different Groups in where clause, Assign the query to respective Approver.
Hope this helps.
Regards
Reno

Approval Template Not Working

Hi Experts.
I have activated approvals and have a simple approval template working (as a test) whereby AR Invoices exceeding a certain value require approval.
I have also created an approval template whereby Purchase Orders require approval if they are over the users approval limit but under their manager's approval limit as defined in UDFs against the employee record. This approval is not working.
The approval is based on a query:
select distinct 'true'
from opor a, por1 b, oact c, ohem d, ohem e
where a.docentry = b.docentry
and a.canceled = 'n'
and a.docstatus = 'o'
and a.docentry = b.docentry
and b.acctcode = c.acctcode
and a.docnum = $[OPOR.DocNum]
and a.ownercode = d.empid
and d.manager = e.empid
and (
     (b.u_budgeted = 'budget'and c.groupmask = 6
          and (a.doctotal-a.vatsum > d.u_budgetexpense or d.u_budgetexpense is null))
or (b.u_budgeted = 'budget'and c.groupmask = 1
          and (a.doctotal-a.vatsum > d.u_budgetcapital or d.u_budgetcapital is null))
or (b.u_budgeted = 'non-budget' and c.groupmask = 6
          and (a.doctotal-a.vatsum > d.u_nonbudgetexpense or d.u_nonbudgetexpense is null))
or (b.u_budgeted = 'non-budget' and c.groupmask = 1
          and (a.doctotal-a.vatsum > d.u_nonbudgetcapital or d.u_nonbudgetcapital is null)) )
and (
     (b.u_budgeted = 'budget' and c.groupmask = 6
          and a.doctotal-a.vatsum <= e.u_budgetexpense
          and e.u_budgetexpense is not null)
or (b.u_budgeted = 'budget' and c.groupmask = 1
          and a.doctotal-a.vatsum <= e.u_budgetcapital
          and e.u_budgetcapital is not null)
or (b.u_budgeted = 'non-budget' and c.groupmask = 6
          and a.doctotal-a.vatsum <= e.u_nonbudgetexpense
          and e.u_nonbudgetexpense is not null)
or (b.u_budgeted = 'non-budget' and c.groupmask = 1
          and a.doctotal-a.vatsum <= e.u_nonbudgetcapital
          and e.u_nonbudgetcapital is not null) )
The query will return the value 'true' if executed when the PO document is displayed on the screen, so I am happy with the query.
I think maybe the problem might be on the Terms tab of the Approval Template because Total Selected Terms = 2. I think this should be 1.
There is a tick against Undefined Type under Term and I can remove this so that Total Selected Terms = 1, then I click on Update and OK - but when I go back in again the tick is back and Total Selected Terms = 2 again.
Any suggestions would be very much appreciated.
Regards. Julie

Hi.
Thank you for your replies.
The solution I worked out was to select the Term 'Total Document' as 'Greater than $1.00'.
This enabled me to successfully de-select the last Term 'Undefined Type'.
The Alert then fired successfully.
Regards.
Julie

Approval Templates On Query Base Not working..

hi.
Plz have a look on uploaded image.
here i had highlighted that no of approvals are required at approval stages form
what is the meaning of 2 ,
->i think the 2 people approval we need compulsorily. Am i currect.
->In approval Stages i added two persons but i given no of approval need 1
what will happen . If any body one person will approve , will it approve the document am i currect.
And one more thing In Approval template under terms i am using query based on this one
the document should be approve if i give Doctotal total Greater than amount working fine
but i need query base approve..
what i need while adding the sales quotation if project code is not empty
it will take the approval
select t0.docentry from oqut t0 inner join qut1 t1 on t0.docentry=t1.docentry where t1.Project <>''
the above scenarios i will check it..
but i need your valuable suggestions...

Thank u working fine..
last Question plz reply to me.
1)Is Approval Stages are unique means
in approval template if i use one approval stage in another approval template can i use same approval stage will it work...
2) in approval stage
Total authorization persons are 2
The below scenarios i am able to add the document i can able to update it.
no of approval 1
no of reject 1
what is the meaning
if out of 2 persons if any body approve the document document will add
if out of 2 if any one person reject then the document will reject
no of approval 2
no of reject 2
Two users should approve the document otherwise document should not be add
Two users should reject the document otherwise document should not be reject
no of approval 2
no of reject 1
two users should approve the document otherwise document should not be add
out of 2, one user should reject the document no need second users reject
no of approval 1
no of reject 2
one user is enough
two users need to approve the document
Plz clarify my doubt.
I am waiting for your reply..

Approval Templates: Inventory Transfer - based on Query (help)

This is a newbie question but I don't have time to read or dig thru forum sorry.
We have an Approval Template setup to alert/approve Inventory Transfers but it is set to Always on the Terms tab.
We would like to modify it for only transfers into a certain set of warehouses). How do i create a query that will determine the Warehouse Code (if warehouse code is:'WHL','ITL','RTL','WEB','CTO-WHL','CTO-ITL') on transfer and send the alert/approval notification.
I know this has been done 1000 times over but please enlighten me.
SELECT whsecode FROM wtr1 in ('WHL','ITL','RTL','WEB','CTO-WHL','CTO-ITL')

Hi David......
There are few Threads discussed on Forum that Approval Procedure for Row level is not possible. Ther may be some work around in doing this.
You may search this post in forum as it is readily available........
Approval procedure
Regards,
Rahul

To Delete Approval Templates ( pls urgent )

hi
i want to delete or make to set no active of one particular Approval template.but i am not able to delete also not able to make set no active also. pls sort out this problem.
Befor i used tat approval template , now i wanna to delete it but it saying like this "cannot remove,there are exixting authorizations based on current template "
if i did no active like this is error msg coming " fixes terms cannot be selected when the user term flag is false
giri
Edited by: Giri dharan on May 12, 2008 11:41 AM
Edited by: Giri dharan on May 12, 2008 11:44 AM

Hi
You can not delete approval templates created by same super user.
For example if you have created approval by manager user. to delete approval created by manager.
you have to login through another super user to delete that approval.
I hope this will solve your issue.
regards
kamlesh

Approval Templates Error Message

Hello Expert,
I am a new user of SAP B1:
I need a user to be able to create A/P Invoice Draft instead of posting the A/P Invoice to G\L...
When I go to Administration>Approval Procedures>Approval Templates, I have a list of users who usually create A/P Invoice Draft for Approval..., I notice that the user who have to create draft is not listed.
When I insert the user in the list, sap return this error message after clicking on 'Update Button' :
*Fixed terms cannot be selected when the 'use terms flag' is false Message 3621-12*
How can I resolve this issue?...
Thank you...
Ben

Hi Ben,
Please check the following Notes if they help in your case/senario :
[Note No. 1024874|https://websmp130.sap-ag.de/sap(bD1odSZjPTAwMQ==)/bc/bsp/spn/sapnotes/index2.htm?numm=1024874]
AND
[Note No. : 1144345|https://websmp130.sap-ag.de/sap(bD1odSZjPTAwMQ==)/bc/bsp/spn/sapnotes/index2.htm?numm=1144345]
Check if it helps.
Regards,
Jitin
SAP Business One Forum Team

Terms In Approval Templates

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