Backorders & Approval workflow | Approve sales order twice

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Posted on by Lianne.Elzenga

Hi BC experts,

My question is related to the approval workflow of a sales document.

When approval on a sales document is requested a check on credit limit is done.

If the credit limit is exceeded an approval request is created.

If the credit limit is not exceeded the sales order is released.

The customer works with partial delivery of sales orders.

For example: a customer requests 50 items. Only 25 items are on stock. Once the sales order is approved, an inventory pick is created for the 25 items. This results in a posted sales shipment and invoice.

The sales order becomes a 'backorder'. Once the items are on stock again (sometimes weeks later) it is required to re-run the approval process once more. It is required to check again if the credit limit is not exceeded and if so, run the approval process.

We do not manage to request approval again for this sales order. The option to request approval is greyed out.

Does anyone of you know how we can run the approval proces twice for a sales order?

If it is not possible, do you have any suggestion how to implement a solution for this process?

Thank you in advance.

Best regards,

Lianne Elzenga

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Sales

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Lianne.Elzenga 35 on at

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Backorders & Approval workflow | Approve sales order twice

Thank you both for your answers. It was really helpful and solved my workflow challenge.
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Mustafa Omerbegović 789 on at

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Backorders & Approval workflow | Approve sales order twice

Hello Lianne,

I think that the solution for this case is in your approval workflow, but however, if your approval request is pending you can cancel the approval request on the action Cancel Approval Request. If you are not a superuser, then you may need additional permissions to cancel the request.

Also, you can create a copy of your workflow, and on the Workflow card on the Workflow Steps try to find the step where your workflow is approved and check if you have the response ''Remove record restriction''

Below are responses for the second row from the picture above. When Pending Approvals = 0, then restrictions for that document will be removed and the document will have released status.

Try to add ''Remove record restriction'' or ''Cancel the approval request for the record.'' on some of your workflow steps.

I think you can overcome the problem by modifying the workflow or manually canceling the workflow request.

If you have any additional questions related to your workflow steps you can send us more info, and I will be glad to help if I can.

Greetings
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Ben Baxter 4,460 Super User 2024 Season 2 on at

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Backorders & Approval workflow | Approve sales order twice

The approval process is based on the status of the Sales Order. Since it was already approved and released, the order remains in Released status during/after posting actions.

To address your request, will need an Extension to set your Sales Order to Status = Open after the Posting happens. By setting the Sales Order back to Open it will require the order go through the approval process again to Post the next shipment.

I'm not a developer, so can't help with the coding. I suggest reaching out to your partner to request this change.

Best Regards,

Ben Baxter

Accent Software Inc