Overdue approval

[former_member193355]

Dear All,

we want to create an approval of sales order based on the overdue per certain date per customer. if the customer has overdue, then the sales order must be approved by director. The approval itself must use approval template. I knew there is no available overdue info and also approval based on overdue. I m not sure if query approval can solve this situation. Please give advice and the query if it will resolve it. Thanks.

Rgd,

Steve

[former_member186095 · Accepted solution]

Hi,

I agree with Suda's suggestion, but I have a different solution, i.e.:

1. create an UDF in the business partner master data where it is store the overdue amount. you could use or modify your query so that it is applicable to the UDF. I mean it works well.

2. Create an UDF in the marketing document header where it has Y (yes) or N (No) value and using FMS, it will display automatically Y if the customer has overdue amount.

let us know your specific requirement. Thx

Rgds,

[former_member193355]

Hi All,

I really need query overdue approval. I mean if the overdue exists, then the system will require approval, after approved, the sales order is able to create. Pls help. Thanks

Rgd,

[former_member200818]

>> I really need query overdue approval. I mean if the overdue exists, then the system will require approval, after approved, the sales order is able to create.

Do you mean "overdue" is after document being sent to approval and waiting for approval?

Can you please give me an example transaction so that I can understand to write the query.

Regards

Satish

[former_member193355]

Tks for your reply.

What I mean is that when I create a sales order, a system will give a message that the customer has had an overdue amount for example 100 USD, the A/R balance is 110 USD, the credit limit is 200 USD.

the sales order amount is 20 USD but because the customer has had overdue amount and they did not pay yet, then the approval request message will appear when sales order added by user. The user requests it. The system will send to the authorizers.

Rgd,

Steve

[former_member200818]

Ok, Thank you for your explanation.

You can use Approval Templates.

1. Create an approval state DeviationFromCRDLMT. and authorization by user as required

2. Create Approval Template -> Terms tab -> When the following Applies -> Choose Deviation from Credit Limit and follow further steps.

Good Luck.

Regards

Satish

[former_member193355]

I am asking the overdue and not credit limit. could you provide me the overdue solution ?

Rgd,

Steve

[former_member583013]

This is how this has to be handled.

Your would create a User field at the Marketing document header level. (May be you name it OverDue)

Set Valid Values Y - Yes and N - No, Make it mandatory and default it to NO.

Then you will need to create a SQL Query which will actually be set as a formatted search on this user field. The SQL should check if the Customer is over due and Set the OverDue field to Y.

In your approval you will check the OverDue field's value for Y and trigger the Approval.

Suda

[former_member193355]

Dear Suda,

Tks for your reply. I have a query from SAp note but I am not sure if it works well because it is not said that it is a FMS query but only query report. When I run it, it gives same result as account balance of business partner. Here is the query:

SELECT T0.CardCode, T0.CardName, 
T0.DocDueDate, Convert(numeric, 
GetDate())-convert(numeric, T0.DocDueDate ) 
as 'Days After DueDate', T0.DocTotal, T0.PaidToDate, 
(T0.DocTotal - T0.PaidToDate) as'Debt' FROM OINV T0 
WHERE T0.DocStatus = 'O' and Convert(char, 
T0.DocDueDate, 103) <= convert(char, GetDate(),103) 
FOR BROWSE

could you provide me the query ? I don't see any yes or no word there. Pls help. Thanks

Rgd,

Steve

[former_member583013]

Please tell me your Overdue criteria and then we can analyse the query from SAP

[former_member200818]

Yes approval based on a query is one of the option for your requirement.

You can create a query that checks the required condition and link to an approval template.

Hope this helps you.

Regards

Satish

[Former Member]

Hi Steve ,

I would use an alert function to alert the sales director that customer has an overdue . Sales Director can look into the document and approved it directly when a situation arrives ..

I am not sure you can create an approval template for overdue template .

Hope that helps

Rgd

Bishal