Incoming Payment Authorization Query

[Former Member]

Hello,

I've tried months ago prevent users to create incoming payments from Invoice document if the customer code (CardCode) starts with "CL" letters.

First I went to a stored procedure without success as you can see here.

Then I checked the authorization options where I can restrict Payment Mean options for any user but in my case I need to conditionally restrict the access to Payment Mean (only when customer code starts with "CL").

Thinking in a possible solution I've tried to create an Approval Template based on a query. I want once the payment is created a request for approval is thrown and the payment is created as draft. I don't know how can I achieve that but I have this query:

SELECT DISTINCT 'TRUE' WHERE $[ORCT.CARDCODE] LIKE '%CL%%'

When I create an Invoice document with an invoince payment the Invoice and the payment are created in the DB without request approval.

Is there a better approach to get it?

Thanks for considering my question.

[kothandaraman_nagarajan]

Hi,

There is no approval process for Incoming payment in standard B1. You may try with transaction notification.

Thanks