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SAP Business One Payment Due Approval

Former Member
0 Kudos

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,

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
0 Kudos

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,

KennedyT21
Active Contributor
0 Kudos

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

Answers (2)

Answers (2)

kothandaraman_nagarajan
Active Contributor
0 Kudos

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

KennedyT21
Active Contributor
0 Kudos

Hi

Check with the follwing Thread

Cheers!

Former Member
0 Kudos

Hi Sir Kennedy,

I've encountered error on the query this is my first time to encountered this error, can i ask for some help with this, thank you sir.

 

error: incorrect syntax near $[$4.0.1]

KennedyT21
Active Contributor
0 Kudos

Post the query...

Former Member
0 Kudos

Sir Kennedy,

DECLARE @ToDay as DateTime

SET @ToDay = GetDate()

SELECT DISTINCT 'TRUE' FROM OINV T0 WHERE T0.CardCode = $[$4.0.1] AND T0.DocStatus = 'O'

AND DocDueDate >= DATEADD(dd, 0, DATEDIFF(dd, 0, @ToDay))

KennedyT21
Active Contributor
0 Kudos

Save the query and assign in the Approval and let me know it show an error.

Rgds