on 03-16-2009 1:57 PM
Hi Experts,
I have an Approval Procedure set up to stop users exceeding a BP's Commitment Limit.
When adding a new Sales Order, the approval procedure kicks in if the value of the order takes the BP over its commitment limit.
If I add a zero value Sales Order, the system allows me to Add the order as the commitment limit has not been reached.
The problem is that I can then go back into the Zero Value Sales Order and change it to any value I like. On hitting Update, the approval procedure is not kicking in.
Therefore, the user can circumnavigate the approval process by adding an SO for a zero value, and then later Updating the SO with a figure that will take the BP over the commitment limit.
Why is the Approval Procedure not called when Updating a document.
Thanks
Greig
Hi Greig,
This is current design for approval procedure. Your option is:
Create your own query to have an user approval
Using SP Transaction Notification to block the editing of sales order
Post a request for future development
Thanks,
Gordon
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Hi Gordon,
I understand Approval's based on a user query have to return a TRUE or FALSE value.
I cannot get a query to return a TRUE or FALSE value. How should the query be constructed to achive this? For example..
SELECT comm_limt >= doc_total as Field1 FROM INV1
... would retrun an error. Any ideas?
Thanks
Hi Gordon,
In your first reply (above) you state that one of my options is to "Create your own query to have an user approval".
I have tested this out, and found that basically the approval process is not ever triggered when Updating an Order.
In my example my query always returned a TRUE value. It was always triggered on Adding the Order, but never triggered on Updating the Order.
Is this true?
Thanks
Greig
Gordon,
The query SELECT 'TRUE' was just a test query. I wanted something that would always return a TRUE value to test whether the Approval Procedure was being triggered.
I have just tried the below query as well (again just to test whether the Approval Process is fired).
SELECT 'TRUE' FROM DBO.OCRD T0 WHERE T0.CardCode = $[$4.0.0] AND T0.Balance < 10000000
The BP for the Sales Order is C1006 with a balance of 3,156.34. If I try to add a Sales Order for the BP, the Approval Process is triggered.
If I edit the Sales Order, the Approval Process is not triggered. This is causing a problem for my customer as the users can circumnavigate the Approval Process by first adding the SO with a false value, and then changing the value later.
Greig
Edit Note - when I save this message some the text http:// is being added to my query!
Hi
Have you tested how approval procedures work in SBO?
Looks like you need to use alert function rather than approval procedures . Documents cannot be changed after approved .Your user will come back and change the price .
May be this will help .
1.Send an alert to user ---than sales order generated than 10000.(first scenario)
2. Use an approval procedures sales order generated than 10001.(actual approval procedures )
If I misunderstood your issue ,ignore the suggestion
Thank you
Bishal
Hi Bishal,
I think you are correct - we will need to create an Alert to catch Orders which never triggered the Approval Process on being Added if they are later Updated with a value which would have triggered the Approval Process if that value had been used on Adding the Order.
Greig
Edited by: Greig Burrows on Mar 20, 2009 5:16 PM
Post it here:
/community [original link is broken]
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Gordon,
Thanks for your help. One question - how/where do I post a request for future development ?
Thanks
Greig
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