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author's profile photo Former Member
Former Member

Approval based On UDF Marketing Doc

Hi I wanted to set an approval for marketing documents if BP's UDF set with values 'yes' or 'no' need the approval to trigger if 'yes'.

tried to create one with -

SELECT 'TRUE' or SELECT DISTINCT 'TRUE' - but doesnt seems returning any data.

any help will be great .

Regards

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    author's profile photo Former Member
    Former Member
    Posted on Mar 18, 2009 at 12:26 PM

    Hi Adrian,

    I have altered the query to match my UDF -- SELECT DISTINCT 'TRUE' WHERE $[OCRD.U_hold ] = 'yes'

    but its returing some error message doesnt return any value.

    Even if I want to trigger approval in marketing doc my UDF is in BP master data, will this have any difference ?

    Wanted to block users raising any marketing doc if BP UDF says 'yes'

    Thanks & Regards

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  • author's profile photo Former Member
    Former Member
    Posted on Mar 18, 2009 at 11:44 AM

    Hi,

    Here is an example of an approval procedure.

    Lets say there is a UDF on the marketing document title called U_MinValue (approvals don't work at line level).

    When the U_MinValue is set to yes the approval procedure will launch, the query is:

    SELECT DISTINCT 'TRUE' WHERE $\[ORDR.U_MinValue\] = 'Yes'

    You will need a query for each type of marketing document the approval needs to be set for (therefore an approval template for each marketing document as you can only link one query to the template), for example for quotes it would be:

    SELECT DISTINCT 'TRUE' WHERE $\[OQUT.U_MinValue\] = 'Yes'

    Regards,

    Adrian

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