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Approval Terms Exceeded

Former Member
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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

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
0 Kudos

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

Former Member
0 Kudos

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

Former Member
0 Kudos

The approval query is in this format:

SELECT 'TRUE' or SELECT DISTINCT 'TRUE'

You can try to make it work.

Former Member
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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

Former Member
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I don't think so. Please post your query to find the reason.

Former Member
0 Kudos

SELECT 'TRUE'

Former Member
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That is only first part of query. You have to give conditions to completed. A sample code looks like this:

SELECT 'TRUE' FROM DBO.OCRD T0 WHERE T0.CardCode = $[$4.0.0\] AND T0.CreditLine < $[ORDR.DocTotal\] + T0.Balance

Former Member
0 Kudos

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!

Former Member
0 Kudos

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

Former Member
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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

Answers (2)

Answers (2)

Former Member
0 Kudos

Post it here:

/community [original link is broken]

Former Member
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Gordon,

Thanks for your help. One question - how/where do I post a request for future development ?

Thanks

Greig