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Query based approval procedure

former_member209725
Participant
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Dear Experts,

Happy New Year to all..

I have to setup approval procedure on Purchase Order form and there is one condition that if unit price is not equal to U_Decided_Price(UDF in POR1) (POR1.Price!=POR1.U_Decided_Price) then P.O. only should go to approval procedure and if unit price is equal to U_Decided _Price(POR1.Price=POR1.U_Decided_Price) then P.O. should get add without any approval.

I was thinking if it is possible through Query based Approval procedure or any alternative.

Suggestion would be highly appreciated.

Regards-

Ravi

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
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Dear Ravi,

Because approval only deal with header table, it will not work for POR1 unless you only check the 1st line. You may setup alert instead. If the price is different, an alert can be sent to any users you want.

Thanks,

Gordon

former_member209725
Participant
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Hi Gordon,


Ok, I totally understand.


I have another idea, correct me if I m wrong.


We create an UDF  on title level and set FMS value on that UDF that if POR1.Price != U_Decided_Price then value return on that field as *Price Alert* and then we can execute query on the basis of New UDF that if there is any value exists on new UDF then PO should only go for approval.

Regards,

Ravi

kothandaraman_nagarajan
Active Contributor
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Hi,

Excellent idea. But there will be problem to update UDF, if your FMS returns more than one value.

There are two options:

1. Alert---Alert the purchaser before posting GRPO document. You can change price in PO before posting

2. Transaction notification--->Completely block PO for adding or updating.

Thanks & Regards,

Nagarajan

former_member209725
Participant
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Hi Nagarajan,

reason why I can't use both the options u mentioned.

1. Alert---Alert the purchaser before posting GRPO document. You can change price in PO before posting

I have to send those PO to Higher Authority for Price approval and after that we can only add those PO with Price Difference Issues. User should not add PO on their own.

2. Transaction notification--->Completely block PO for adding or updating.

I cannot block those postings b'coz Higher Authority may approve those PO to be add with Price difference.

any other options..

Regards,

Ravi

kothandaraman_nagarajan
Active Contributor
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Hi Ravi Jha,

Only option is send all PO for approval. Because you stated that, some time PO get approved if even there is price difference.

Thanks & Regards,

Nagarajan

former_member209725
Participant
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Yes, sometime price difference po get add but we have to set approval for that.

In my earlier scenario I've mentioned that if we can use FMS on title UDF u told there there would be problem if FMS return multiple value, if we set there a default value.

eg.

por1.price != por1.u_decided_price

then value should return only *111*.  let say *111* is an alert code and it would be default when condition matched.

Regards,

Ravi

kothandaraman_nagarajan
Active Contributor
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Hi Raiv Jha,

Same thing, if you assign FMS to compare prices, FMS only considers first line item. FMS is not considering other line items in the PO.

So, my suggestions is:

PO should have only line item to triggger FMS or for approval procedures

Thanks & Regards,

Nagarajan

Former Member
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In current system design, there is no option for you to get line level data to title level before adding the document. You have to go through SDK if this is mandatory.

Answers (2)

Answers (2)

kothandaraman_nagarajan
Active Contributor
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Hi,

Approval procedure will work only on header level not on row level.

Thanks & Regards,

Nagarajan

Former Member
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Hi Ravi,

Scenario is Possible only we have to put a simple MS-SQL query in Approval template setup:

Select  *  from POR1 where Price!=U_Decided_Price

But It will work propely when you configure it in approval procedure....

Hope it'll help you...