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Approval procedures for items

Former Member
0 Kudos

Hello all

I would like to create an approval process for sales orders that have any free-of-charge item added to them.

At the moment, the items are added and some of the sales orders are going through in error without being approved.

Is this possible? I can't seem to work out how to do this through the approvals window.

Wendy

Accepted Solutions (0)

Answers (2)

Answers (2)

kothandaraman_nagarajan
Active Contributor
0 Kudos

Hi,

Approval procedure will work only on header level not on row level. May be first row will go approval.

Thanks & Regards,

Nagarajan

former_member205766
Active Contributor
0 Kudos

Hi

What is meant by free charge item?  It is sample item given to customers means create a UDF in Sales order Level as Free Charge item Yes or No.

Make a Approval query then link with Approval Template.

Thanks

With Regards

Balaji Sampath

Former Member
0 Kudos

Yes, if a user adds an item to a sales order that is being sent as a sample or similar, they can send it free of charge by amending the price. However, these need to be approved.

I gather that approvals only work on header level....therefore how could I trigger the UDF to populate with 'yes' or 'no' automatically based on an item unit price?

former_member205766
Active Contributor
0 Kudos

Hi  Wendy

Can you tell me sample items should be included in Paid Item invoice?

Most of companies sample invoice should be created in separated invoice.

With Regards

Balaji Sampath

Former Member
0 Kudos

Yes, they are included on the invoice - it is also not just samples that are sent but also a certain product that our customers can take FOC based on other criteria.