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author's profile photo Former Member
Former Member

SAP Business One Payment Due Approval

Hi Expert,

how can i create an approval for customer who have past due,

example: i have a customer that terms for 30 days then my customer exceed to his terms for payment.

i want to create approval for customer who have past due to review their history of payment,

Thanks,

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    author's profile photo Former Member
    Former Member
    Posted on Aug 21, 2016 at 11:11 AM

    Hi Sir Kennedy,

    I set the query in my approval templates but when i select customer that have past due & trying to add there's no approval showing up .

    Thanks,

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    • Create a query under Tools --> Queries --> Query Generator and save it.

      Do not execute it. It will not execute.

      Select Administration --> Approval Procedure --> Approval Stages.

      Specify Stage Name and Description.

      Select the user who will approve the invoice from the authorizer drop down. Upon selection the department will be automatically reflected.

      Press Add button.

      Select Admnistration --> Approval Procedure --> Approval Template

      Specify Name & Description

      Select the user who will punch the invoice from the User tab.

      Select A/R Invoice check box from the Documents tab.

      Select the stage defined earlier from the stage tab.

      select Terms tab.

      Click when the following applies option button.

      Double click on the Terms Based On User Queries Row Header.

      Select the newly created query from the Query Manager and press add button.

      Pre - requisites

      Activate approval procedure check box must be selected in Administration --> System Initialization --> General Settings --> BP Tab

      Display Inbox When New Message Arrives check box must be selected in Administration --> System Initialization --> General Settings --> Services Tab.

      Plus you can view the status of the invoices from

      Administration --> Approval Procedure --> Approval Decision / Status Report.

      Rgds

  • Posted on Aug 21, 2016 at 06:05 AM

    Hi

    Check with the follwing Thread

    Cheers!

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  • Posted on Aug 21, 2016 at 10:33 AM

    Hi,

    After executing above query, you have to save under query manager. If you execute from query manager, then you will not get above error message.

    Thanks

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