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Former Member

Approval Procedure base by line

Hi, expert

I read few forums and understand that Approval procedure is not able to check all line items by certain criteria. Even I put in a Query, it only checked first line. Just wonder is there any alternative way to control? Thanks.

Regards

cheh lu

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  • Best Answer
    author's profile photo Former Member
    Former Member
    Posted on Oct 15, 2010 at 05:47 AM

    Hi Chehlu,

    B1 does not support approval queries on document lines. you can query only document header.

    you can either try to workaround it with all sorts of aggregate UDFs in the header, or alternatively take a look at:

    [http://www.beonesolutions.com/ip/Solutions/ap.html|http://www.beonesolutions.com/ip/Solutions/ap.html]

    all details, including the ability to query all document tables, are in:

    [http://www.beonesolutions.com/files/Approval_Pro_Brochure.pdf|http://www.beonesolutions.com/files/Approval_Pro_Brochure.pdf]

    Gilan

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  • author's profile photo Former Member
    Former Member
    Posted on Sep 07, 2010 at 05:13 PM

    Hi Cheh Lu,

    I am afraid there is no way to have Approval Procedure base by other lines than the first line.

    Thanks,

    Gordon

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  • author's profile photo Former Member
    Former Member
    Posted on Sep 07, 2010 at 05:29 PM

    Hello ...

    I have understood that is possible, but there is a whole procedure ... attached a link to a document that explains it. The only thing is that this in Spanish

    http://www.sendspace.com/file/9gmewy

    I hope it will help

    Yours sincerely,

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  • Posted on Sep 07, 2010 at 09:08 PM

    What exactly you are trying to achieve? maybe you can work with some validation via TransactionNotification

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  • author's profile photo Former Member
    Former Member
    Posted on Sep 09, 2010 at 03:44 AM

    Hi all

    Thanks for the reply. I just got an idea by create header UDF and use FMS to come out the end result. My script is:

    SELECT distinct 'True'

    FROM DLN1 T1 INNER JOIN ODLN T0 ON T0.DocEntry = T1.DocEntry

    WHERE $[$38.14.NUMBER] < 10

    As example:

    My DO has10 lines:

    - When unit price of any lines is less than 10, the UDF header show 'yes'

    - When unit price for all lines more than 10, the UDF header show 'blank'

    If this FMS is work, I will apply on approval procedure. Appreciate if you can help me on this. Thanks.

    Regards

    cheh lu

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  • author's profile photo Former Member
    Former Member
    Posted on Sep 09, 2010 at 06:14 AM

    Hi, Gorden

    Is there possible put a query in SP Transaction notification as warning message? Once user add the document, a warning message prompt if any of Unit price lines less than 10. User still allow proceed to add this document.

    chehlu

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    • There is a workaround for approval on line level:

      1. Create a header level UDF e.g. named ForApproval with possible values Y and N, with default value N.

      2. Write code the SBO_SP_TransactionNotification stored procedure, that signals an error message u2018You should set ForApproval to Y!u2019 if U_ForApproval=u2019Nu2019 and there is any line with fulfilling your criteria.

      3. Set an approval procedure according to the header level ForApproval field.

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