Approval Templates' terms - help needed

[Former Member]

Greetings, all!

I'm having troubles understanding the approval template terms (Modules->Administration->Approval Procedures->Approval templates:: Approval Templates setup form->Terms tab->Terms grid).

I think I know what the 'Total Document' and "Discount %" terms are but the rest are a haze to me.

Could anyone tell me how these are evaluated against a sales order for example.

Any help will be appreciated

Regards, Yavor

[Former Member · Accepted solution]

Hi Yavor ,

1.If you have set up credit limit for customer ,then you can use credit limit to trigger approval template .

2.Gross profit is calculated on the document which you can see at toolbar and if you want it .

Similarly ,these are all defined at document level .

Note ; You can also use userdefined query to triggere approval query .

Hope this helps

Bishal

[Former Member]

Hi Yavor,

Term - Predefined with self explaining title

Ratio - Prededined type like >=, <=, = or In Range

Value - a hard number like 1000 or else for you to trigger the approval.

Thanks,

Gordon

[Former Member]

Hi all!

Thanks for the tips these were most helpful

Regards, Yavor

[former_member583013]

It would help..If you could be more specific on which other ones you need to understand

Generally as the terms are worded..

Deviation from Credit Limit - If you have the Credit limit defined in the BP Master, it would validate against it

Deviation from Commitment - same as above about against Commitment limit

Gross Profit % - Document level Gross Profit would be validated

Discount % - Document level Discount would be validated

Deviation from Budget - This is when you use Budgets and if the Document causes an deviation from budget for that period...