Options

Email while Releasing sales order

sriram2222sriram2222 Member Posts: 13
Hi all....

I have gone through send approval request in SO and got a query, can you please help me out in solving the issue.

User ‘A’ creating sales order and sending approval request to User ‘B’ through send approval request.

Then User ‘B’ gets an Email with Sale order No and then he goes to that sales order ->functions->Cancel approval request.

Because without cancelling the request we can’t edit the fields and then status gets open in sale order then he enters Promised Delivery Date in sale line and Releases the order.

Here the requirement is when User B releasing the order Email should be sent to User A ,i.e.. who created sales order saying that sale order no 1001 has been released.

or

I want to add a button on saleorder and then after receiving a approval request from User A , I will cancel the request and enter the date in sale line field and click on that Button then it should send an email to the user who created sales order.

Here person who created sales order can be captured from Filed Sales person code in Sale Header and person who is releasing the order and clicking on that button should be captured from Login Id.

Comments

  • Options
    postsauravpostsaurav Member Posts: 708
    Hi sriram2222,

    The Process is not clear.
    User ‘A’ creating sales order and sending approval request to User ‘B’ through send approval request.

    Then User ‘B’ gets an Email with Sale order No and then he goes to that sales order ->functions->Cancel approval request.

    Why User B will Cancel Approval Request when he is approver?
    He should reject the entry (Approval Entries Form / Page) that he received from user A.


    For the Change that you want, you can follow below steps -

    1) create a field say SO Creator ID.
    2) On Insert Trigger Fill this Field With Current User ID.
    3) On Validate of Status check that Current User ID (Changing Status to Released) and SO Creator ID are same.
    4) If Not Then get Email Address from User Setup and Shoot a Email.

    Let me know if still have some concerns and may be someone else can suggest you better solution.

    Thanks & Regards,
    Saurav Dhyani

    Do you Know this About NAV?


    Connect - Twitter | Facebook | Google + | YouTube

    Follow - Blog | Facebook Page | Google + Page
  • Options
    sriram2222sriram2222 Member Posts: 13
    Hi Saurav Thnks for your quick reply.

    ** Why User B will Cancel Approval Request when he is approver?
    Because User B directly should not approve it , he should reopen the sale order then enter date on sale line field and then he should release it.Here point is without cancelling the request User B cant enter the date in sale line I think so...?


    ** On Validate of Status check that Current User ID (Changing Status to Released) and SO Creator ID are same.
    Here SO created by some X and it is released by some Y....
    after creatng SO X sent approval to Y and then Y edited and relesaed then X should come to know that Y has relesed the order.
  • Options
    postsauravpostsaurav Member Posts: 708
    Hi,

    1-
    Because User B directly should not approve it , he should reopen the sale order then enter date on sale line field and then he should release it.Here point is without cancelling the request User B cant enter the date in sale line I think so...?

    As far as I know this is how Standard Navision Document Approval Works -
    1. User Creates the document and send it for approval.
    2. Approval either accept it or reject it.
    3. If approved document status changed to Released.
    4. If Approver is rejecting he can put comments that specify the reason for rejection.
    5. User does the change as per the rejection comments and send it again for approval.

    Please go through the manual to understand the Document approval procedure.

    2-
    ** On Validate of Status check that Current User ID (Changing Status to Released) and SO Creator ID are same.
    Here SO created by some X and it is released by some Y....
    after creatng SO X sent approval to Y and then Y edited and relesaed then X should come to know that Y has relesed the order.

    Yes that's correct the sequence is like this -
    1. When x will create a document, SO Creator ID (new field) will have value as X.
    2. When approver (as you say) Y change status to release, system will check that is X = Y.
    3. IF X <> Y System picks email id for X from user setup.
    4. Throw a email to user X.

    Let me know if you require any further clarification.

    Thanks & Regards,
    Saurav Dhyani

    Do you Know this About NAV?


    Connect - Twitter | Facebook | Google + | YouTube

    Follow - Blog | Facebook Page | Google + Page
  • Options
    sriram2222sriram2222 Member Posts: 13
    Hi Saurav Good Morning :D

    what I understood here in Approval process is
    1) Approve it (or)
    2) Reject it, write a comment

    But My requirement is

    X created a sale order and sent a approval request to Y,
    then Y need to edit, I mean enter some data on a field called promised Delivery date and release the order.

    Here everything is working fine X sent a request for approval to Y, then Y cancelled the request because if Status is Pending approval Y cant edit the field or insert date on Promised delvry date field.so he enterd the date and released the order.

    But after releasing the order X don't have any communication from Y that so and so Sales Order has been released.so here I want it like without cancelling the request Y should insert date on field or at the time of release a Email should go to X.

    Waiting for your suggestion.
  • Options
    postsauravpostsaurav Member Posts: 708
    Hi,

    I have already specified the customization that you want.

    Just follow these -

    1st Reply -
    For the Change that you want, you can follow below steps -

    1) create a field say SO Creator ID.
    2) On Insert Trigger Fill this Field With Current User ID.
    3) On Validate of Status check that Current User ID (Changing Status to Released) and SO Creator ID are same.
    4) If Not Then get Email Address from User Setup and Shoot a Email.

    2'nd Reply-
    Yes that's correct the sequence is like this -
    1. When x will create a document, SO Creator ID (new field) will have value as X.
    2. When approver (as you say) Y change status to release, system will check that is X = Y.
    3. IF X <> Y System picks email id for X from user setup.
    4. Throw a email to user X.

    Let me know if you require any further inputs.

    Thanks & Regards,
    Saurav Dhyani

    Do you Know this About NAV?


    Connect - Twitter | Facebook | Google + | YouTube

    Follow - Blog | Facebook Page | Google + Page
  • Options
    edudiazedudiaz Member Posts: 39
    Hi,

    You will need to modify the logic on the Sales Header so that it skips the "Open" validation on the "Promised Delivery Date" field. If you do that, Y user will get the approval e-mail notification and will need to navigate to the SO, update the "Promised Delivery Date" field and then Approve the document. Hence releasing the order automatically. Hope this helps.

    Cheers!
Sign In or Register to comment.