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Former Member

Block invoice without a sales order through - SAP B1

Hi everyone, in the project management window it is possible to see the numbers of the invoiced amounts and the pending ones and so. When you have a sales order but do not make the invoice taking that sales order as the base document, the system duplicates that quantity and there would be non-real numbers.

So, my question is ... does the client invoice could be blocked unless there would be a sales order? I mean, that the user can not make an invoice if he / she does not have a sales order.

I don't know if I'm explaining myself well. So if someone needs more detailed explanation, please tell me. Thanks and regards.

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1 Answer

  • Best Answer
    Apr 21, 2017 at 09:45 PM

    Hi Anderson,

    You can achieve your goal by two ways.

    1. Transaction notification

    You can use a query like below to avoid that the user input any invoice with one or more lines without base document.

    IF @object_type = '13' AND @transaction_type IN ('A','U')
    BEGIN
    	IF (SELECT COUNT(DocEntry) FROM INV1 WHERE DocEntry = @list_of_cols_val_tab_del AND BaseType = -1) > 0
    	BEGIN
    		SET @error = -1
    		SET @error_message = 'Your invoice should have a base document like delivery, sales order, sales quotation...'
    	END
    END
    

    2. Approval procedure

    You can use the query below in an approval procedure to avoid the user input any invoice with one more lines without base document without the authorization of the manager. In this situation the manager can handle the situation and can choose if the document is allowed or not.

    SELECT CASE WHEN $[$38.43.NUMBER] = -1 THEN 'TRUE' ELSE 'FALSE' END

    I think that the second option is better than the first. Because can have some situtation that the user need create an invoice without base document and when this happens the manager can choose.

    Hope it helps.

    Kind Regards,

    Diego Lother

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