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Hi All,
Is there any way I can disable/enable the Send button in Purchase Orders? The scenario is once the PO is sent for Approval the Send button should be disabled and once after the document is Approved the Send button should enable the Purchaser to Send it to the Vendor. I do not want to hide the button.
Anyway without interfering on the technical side, I mean, can we do it at the functional/front end?
Regards,
Krishnan
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Hi Ansari,
Thank you. This is exactly what I was looking for though am not a coder. But I can ask my technical consultant to look into it. I am certain he could insert the condition in the code. Reason why I posted the query here is to find if there are any non-technical (code level changes) solution to this conundrum.
Secondly, the point you raised about Prepayment is a valid one as there are occasions wherein our client uses Prepayment options for certain vendors.
Thank you,
Krish
Hi Krish,
If you’re willing to customize NAV, there’s more than one way you can close this gap. The simplest and most effective way is to intercept the code that runs when the action item associated with printing or sending the PO (or check from the Payment Journal) is pressed on the ribbon.
Add a line of code to check if the Status of the document is Released, and if it isn’t, exit with an error message that explains that this action cannot be completed unless the Order has been sent for approval and approved.
This prevents documents in Status of Open and Pending Approval from being printed or sent. (Few end-users utilize the prepayment functionality for purchase documents, so we have safely ignored the pending prepayment status).
I hope this helps. Please verify my answer by clicking Yes next to “Did this answer your question” if I have helped to point you towards resolving your issue.
Hi Ansari,
The NAV version is 2017 W1 (since there is no custom version available for Iraq).
You have aptly explained the conundrum here. Surprising how Microsoft hasn't sorted this issue. Because now am facing exactly the same situation as you mentioned in your reply, customer is asking us how can the Purchasing Agent be allowed to Send/Email the PO even before it is approved.
If I hide the feature then no way the user is going to directly invoke the mailing feature (and even then they can Print the doc and choose to send it manually via their email program we have no control) and we are stuck at this now.
Been trying to find out if anyone has provided a solution to this scenario, never mind if it has to be a customisation at code level.
Thank you all for the swift response.
Krish
[quote user="AJAnsari"]
However, it is unfortunate but NAV does NOT automatically disable the sending or printing of a PO when an approval request is outstanding. [/quote]
Ah, yes. Just checked the table "Approval Entry". The table is empty, even when records with status "Pending Approval" do exists. Only read the code before ;-)
One half of Hannes' answer is correct: No, there is no way to adjust that behavior without interfering with the technical side (i.e., without customizing the code).
However, it is unfortunate but NAV does NOT automatically disable the sending or printing of a PO when an approval request is outstanding. This has been an issue with NAV approvals for a long time now, even before the new Workflow functionality was added. This is also observed in other areas like the Payment Journal, where a batch of Checks pending approval can still be printed!
The Pending Approval status prevents the records from being posted (whether it is an Order, Invoice, Journal entries including Payment Journals), and it prevents the records from being changed while they are pending approval. But NAV does not seem to care much about preventing printing and sending/e-mailing these documents.
And this is why, we frequently find ourselves being asked by clients to customize NAV a little to also lock those functions down while a transaction is pending approval.
This behavior is true all the way to NAV 2018 CU6 (which is the most recent cumulative update for NAV 2018). I should note that I'm testing in the North American / US localization, in case a different localization like W1 behaves differently.
I hope this helps. If my response has answered your question, please verify by clicking Yes next to "Did this answer your question?"
[quote user="Krish-NAV"]
Anyway without interfering on the technical side, I mean, can we do it at the functional/front end?
[/quote]
Hi,
No, that's not possible.
NAV will disable the Action automatically, when an open approval-entry exists.
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