Stop users updating an approved sales quotation

[Former Member]

Dear All,

Currently we have an approval procedure set for sales quotation that is if discount is more than 4% it should get approval. Now we have noticed that this rule is being applied for creation of new quotations only. On the other hand users are able to update old open quotations putting discount greater than 4%.

for example, a user created a quote and there was no discount later he successfully updated same quote by putting 10% discount without any approval. What is the solution is this situation?

[kothandaraman_nagarajan · Accepted solution]

Hi,

Approval process will be triggered while adding document. It will not work updating or old documents.

Add below store procedure in SQL Server management studio under transaction notification.

IF @transaction_type IN ('A','U') AND @object_type = '23'

BEGIN

If exists (SELECT T0.[DocNum]  FROM OQUT T0  INNER JOIN QUT1 T1 ON T0.[DocEntry] = T1.[DocEntry] where T1.[DiscPrcnt] > 4.00 and

t0.docentry =@list_of_cols_val_tab_del)

Begin

SET @error = 1

SET @error_message = 'Not allowed to more than 4% discount'

END

END

Thanks

[Former Member · Accepted solution]

Dear Nagarajan,

Thanks for your reply. So this will stop users updating old documents if discount is more than 4% right?

[kothandaraman_nagarajan · Accepted solution]

Yes correct.

[Former Member]

Hi

On SBO 9.2, there is enhanced approval functionality that will send the quote through approval if in your instance the margin is less than the approval limit, but at a later time is increased to over the approval limit.

[frank_wang6]

you can use SP_TN to prevent future changes made to this quote, but you can not apply approval flow on it any more. This is standard B1 behavior.

Frank

[Former Member]

Dear Frank,

Thank you for your reply. Could you please explain the procedure...?