Document Confirmation

[Former Member]

Hi all,

Can anyone explain what is the "Document Confirmation" under authorization setting for?

I have the following questions:

1) How can I set user authorization to only create AR/AP invoice as Draft only and block user to click ADD to post the invoice in INVOICE ENTRY?

2) How can I set user authorization to only create Payment draft and block user to clck ADD to post the payment in PAYMENT ENTRY screen?

Thank you so much.

Regards,

Joan.

[Former Member · Accepted solution]

See SAP Note for 'Document Cofirmation' - 1121119

To get option as u said to make draft can be done thro Approval Procedures. Give the user full authorization to post documents. set approval procedure with the user name as Originator and select document which u need to have as draft from tht user.

Regards,

Dhana.

[Former Member · Accepted solution]

Can you kindly attach the note which I have no idea where?

thanks.

[Former Member · Accepted solution]

Hi!

the link where u can view the notes,

http://service.sap.com/notes

and the content is,

Summary

Symptom

A user without authorization for Sales - A/R -> Document Confirmation

can add a confirmed document by duplicating an existing confirmed

document and changing its content.

More Terms

Authorization, Document Confirmation, Duplicate, SAP Business One.

Cause and Prerequisites

Application Error.

Solution

SAP plans to fix this issue in a future patch. See the info.txt file

on SAP Service Marketplace to verify when the fix was included.

Regards,

Dhana

[Former Member · Accepted solution]

Hi Dhana,

I have created a APPROVAL STAGES, APPROVAL TEMPLATES for AR INVOICE APPROVAL and tested to create a invoice by the orignator. However, I wish to delete the draft as well as the APPROVAL TEMPLATES after login super user, system do not allow.

So questions:

1) How could I delete document draft if user created a wrong documents which has setup with approval process?

2) How could I delete the wrongly setup templates if there is the above-mentioned wrongly created document sit in the approval templates?

As according to SAP HELP it mentioned:

To cancel an approval procedure, position the cursor on the row of an approval template in the report results and choose Cancel from the Data menu.

But I have tried it and click on DATA->CANCEL, system do not response anything....!

Please assist.

Thank you and regards,

Joan.

[Former Member · Accepted solution]

1. U can cancel the draft by going into Sales module of the user who have approved ---> Document Draft ---> choose the user who hve created tht and click ok and select the document u need to delete. right click --> remove

2. in order to quit the wrongly set up Templates, do untick the Active check box found in the template near name field to make the procedure in active.(do this when u have been logged not with the user name of Originator)

Actually when u use the Approval for at least one time it will not be able to cancel it.

Regards,

Dhana.

Edited by: Dhanalakshmi C on Apr 9, 2008 4:25 PM

[Former Member · Accepted solution]

Hi Dhana,

In fact, I tried it early on when after the originator created the invoice and approval login to delete (when 1st use the approval stage before even confirm any invoice that need approval from draft), the system will prompt:

"Cannot delete drafts in approval process [message 3612-1]" and that is why I do not know what's wrong?

I also tried to login to originator to do the delete and it also prompt the same message.

So now my question is: if a user (originator) create a wrong invoice and need to remove it from the system, how can she do so?

Thanks.

Joan

[former_member583013 · Accepted solution]

Thats the problem with the Approval Process, the system locks the draft. The only option is to Add the Invoice and create a Credit Memo or leave the draft AS IS.