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Workflow approval for several purchase invoices (batch request)

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Posted on by mdp@keykumo.com

I'm trying to automate the approval request process by allowing users to send several request at time, but when they select some purchase invoices the request is sent only for one of them.

Is there any option to do it?

Thank you

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JAngle 159 on at

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No you would need a custom feature. You have to use a selectionfilter so you can determine which records are selected and then you loop through those. You could have a custom processing only report to do a similar task too.

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mdp@keykumo.com 15 on at

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Thank you, I'll try to do it the way you tell me even though I'm not an expert.

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JAngle 159 on at

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Here is a sample you can adopt to your needs which is on a different page. You’ll need a variable for Purchase Header table. Add the below snippet to a new page action in a page extension for the list page of the purchase invoices

PurchHdr.Copy(Rec);

CurrPage.SetSelectionFilter(PurchHdr);

if PurchHdr.FindSet then

repeat

SendApproval(PurchHdr);

//copy the standard function call

until PurchHdr.Next = 0;

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mdp@keykumo.com 15 on at

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Hello,

I've this code:

var

PurchHdr: Record "Purch. Inv. Header";

ApprovalsMgmt: Codeunit "Approvals Mgmt.";

begin

PurchHdr.Copy(Rec);

CurrPage.SetSelectionFilter(PurchHdr);

if

PurchHdr.FindSet() then

repeat

SendApprovalRequest(PurchHdr);

if ApprovalsMgmt.CheckPurchaseApprovalPossible(Rec)

then

ApprovalsMgmt.OnSendPurchaseDocForApproval(Rec);

until

PurchHdr.Next() = 0;

end;

but I got this error 'Action SendApprovalRequest' cannot be used like a method

Thanks

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