SAP Business One multi level approval with conditions for document totals

[jagenones2020]

Hi,

In SAP B1 9.3, I have an approval process for total amount of purchase order. I need 3 approvers with conditions as follows:

Approver 1: total PO value < 50K

Approver 2: total PO value >= 50K and < 100K

Approver 3: total PO value >= 100K

I created 3 stages with these approvers and set them in the template according to sequence. However, in the Terms tab, I am only able to identify one condition amount for Document Total.

How do I set the Terms? Do I need to run a query instead? What kind of query/queries can handle moving from the 1st approver to next depending on value in sequence?

Thank you experts.

[former_member941743]

I have same issue...

[former_member941743]

Hello jagenones2020,

You have to create 3 templates as per your condition. In every template, you have to use single stage. For example suppose you have 2 user A and B who create fresh PO and X,Y,Z use to approve it as per your sequenced condition. First you have to create stages. As :

Stage 1 - Name: PO< 50K, Authorizer: X

Stage 2 - Name PO In Range 50K to 100K, Authorizer X,Y

Stage 3 - Name PO> 100K, Authorizer: X,Y,Z

Note : If you want single level approval, you can remove X from stage 2 and X,Y from Stage 3.

Now you have to create 3 different template:

Template 1- Originator A&B, Document- PO, Stage 1, Condition : Value <50K

Template 2- Originator A&B, Document- PO, Stage 2, Condition : Value In Range 50K to 100K

Template 3- Originator A&B, Document- PO, Stage 3, Condition : Value > 100K

Enjoy (-_-)