Hi Tatenda - you can create approval procedures based on UDF's, but the UDF has to be on the header of the record, not on the individual line items. This could be accomplished by a UDF on the PO that the user toggles for Capital Expenditures. Depending on what other add-ons (B1UP, etc.), you could trap this logic so the user couldn't get a PO through with a Capital Expenditure item on it. Or they could modify the Transaction Notification to block the adding of a PO with a CAPEX item with the UDF not flagged. Hope this helps!
HELP. How do I create a query for the Approval procedure that will only activate for customers who have been put on account stop? This is called Priority in the OCRD
Excellent Demonstration .
Glad it was helpful!
Brilliant Explanation..thank you very much
I would like to know about revocation of user rights. allow
How can I setup an alert for all Open Sales Quotations/ Sales Orders for a certain customer e.g. C51230?
Is it possible to do a query for user defined field in a Purchase order for CAPEX . If its capex it triggers the approval template
Hi Tatenda - you can create approval procedures based on UDF's, but the UDF has to be on the header of the record, not on the individual line items. This could be accomplished by a UDF on the PO that the user toggles for Capital Expenditures. Depending on what other add-ons (B1UP, etc.), you could trap this logic so the user couldn't get a PO through with a Capital Expenditure item on it. Or they could modify the Transaction Notification to block the adding of a PO with a CAPEX item with the UDF not flagged. Hope this helps!
HELP. How do I create a query for the Approval procedure that will only activate for customers who have been put on account stop? This is called Priority in the OCRD
You could try a query like: Select Case when Priority = X then TRUE else FALSE end from OCRD where cardcode = $[$4.0.0]
can be please share those user defined queries
Yup, please call us Mr. Musk and we'd be pleased to :)
Plz approve he is my brother, LOL