Approval Template

Carla van Zyl

• 3 de marzo de 2025 19:14

Good day, 

I am trying to trigger an approval on a SQL query.  I have two If statements; the draft doc needs to have a Department 12 And the Calculated check must be bigger > 2000, it needs to trigger approval.

When I run in SQL, I can see both statements are met, but no approval gets triggered.

Is there something wrong with my Dyanmic Syntax/Placement of if statements? Any advise will be helpful. 

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  Geoff Booth

  • 4 de marzo de 2025 00:54

  Hey Carla,

  I'm not going to say I understand what you mean by triggering an approval however it appears to me that the >2000 is simply hanging out there by itself without belong to a where clause to indicate what it is being compared to.

   
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  Carla van Zyl

  • 4 de marzo de 2025 10:02

  Hi Geoff,

  When I add the query on SAP, and link it to an approval template, like the above screenshot it does not work. Most probably as you mentioned that its not confined to the IF statement.  How do I write it in an if/case statement that the system know they need to use the result of the sql query to do the check. 

  Also, is there any way I can get a docentry before a Purchase order gets added. So before the draft is even created. I have tried with docnum's dynamic syntax but its not unique. 

  Or alternatively, if I use the B1 Validations to get the Docentry ($[NEWID] ) after its posted, how do I still get it to potentially update the UDF on the docentry just added.
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  Geoff Booth

  • 4 de marzo de 2025 13:04

  It sounds like you are trying to use core SAP approvals. If that is the case here is the SAP logic flow:

  1. You enter data in the Purchase Order and click the add button
  2. SAP now checks to see if an approval is required
  3. If the approval is required SAP creates a draft document using ODRF (this has a DocNum)
  4. Once the document is approved then a Purchase Order is created. Note: the DocNum  on the PO may not be the same as the Draft as some other purchase orders may have been saved.

  Boyum should not be required as you can't have Boyum trigger an approval with using the DiAPI to create the draft document (very complex).

  Your approval logic seems very complex. Is there any way to simplify it?

  
   

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