Purchase Invoice Approval Workflow

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Posted on by CYC

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Wonder why thePurchase Invoice Approval workflow gave the following error even thought i have enabled the Purchase Invoice Workflow and the User Approval Setup

This is how I set up the Purchase Invoice Workflow

The User Approval Setup is as follows:

The Purchase Invoice for 1 item with the Purchase Code same as the User Approval Setup.

When click on the Request Approval>Send Request Approval, it gives the following error.

Please advice where did I go wrong.

Thanks in advance.
Rgds

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MahGah 15,529 on at

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Hi

Can you please test something here?

1) in Approval User Setup please add some $ amount for the first user in Purchase section. Something like $10 or even $0.

2) Also, are you trying this one as a first user or you are login under different user?

Thanks

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Maria Chambel on at

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Hi,

Can you please share what do you have in On Condition for the first Event line?

That error might be shown when the conditions of the workflow are not met by the document.

Thank you.

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CYC 112 on at

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Hi

The error still persist.

The Workflow Event Condition is as follows:

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CYC 112 on at

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Hi Maria,

The workflow is for Invoice Document Type. The error still persists stating no approval workflow for this record type is enabled which I have enabled.

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MahGah 15,529 on at

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Hi

in workflow the same line looks like has some extra condition. I mean from your first post. Can you test test the following and see if it works.

Also, can you create new purchase invoice and try.

Please change to below

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Greg Enns 1,106 on at

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Looks like you probably want your "Amount" filter to be ">50", not just "50".

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Maria Chambel on at

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Hi,

With that condition you are saying that the approval request should only be sent if the document has specifically an Amount = 50.

In your example, your invoice amount is higher than 50 (2 qtys x 50).

So, you need to remove that condition or change it to Amount > 50.

Hope it helps.

Thank you.

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CYC 112 on at

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Hi MahGah

Thanks. Rectified the problem. The issue was that one of the conditions was set wrongly but your above suggestion was a great help too. Thanks.

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CYC 112 on at

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Hi Maria

Thanks for the advice. The issue turns out that one of the conditions was wrong. But your suggestion was a great help.

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DJT_699 39 on at

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Hi MahGah.

What happens in the case of a user having a zero limit in the approval user setup and another user has a purchase limit of 2000.

If you put the condition of $10 or $0, then the user with a zero purchase limit is fine and all documents need to go for approval, but what about the user with a limit of $2000. They will get prompted to have the invoice approved when purchasing under $2000 as the condition is set to $10.

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