Hello Adegoke Falomo ,
To define an approval procedure for Ar invoice for a certain user.
When this users tries to add an AR invoice, the approval process is
launched.
This is the same when the same user tries to add an Ar reserve invoice.
If you check the type of documents which can be approved (from the
approval templates window -> documents tab), you will notice that
there is no AR reserve invoice listed there.
Also, the AR invoices and AR reserve invoices are stored in the same
table (OINV).
This is probably the reason why the AR invoices and AR reserve invoices
are treated the same when it comes to approval procedures.
A workaround would be to define a User defined field on the document
level and select it when adding the document.
The steps are as follows:
1. Define a User Defined field on the document level
Go to menu Tools -> customization tools -> User defined fields
management
Click the marketing documents -> highlight 'Title' and click the 'Add'
button
From the field data, define the fields as in the attachment
2. when adding for instance an Ar invoice, user should go to menu View
and check 'User defined fields'.
In the marketing document, user has the possibility to specify which
type of Ar invoice he/she is adding.
When the approver gets the document, he/she can check whether it is a
normal invoice or reserve invoice.
Regards,
Wilma Wang
SAP Business One Forums Team
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.