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Carrying out Validations during Gating Process.

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Hi Guys,

In our company process, we have employed a gating system for fund approvals.

There are Three Gates.

Gate 1

Gate 2

Gate 3

The above is implemented using User Statuses at the Project Level.

G1S - Concept Submitted

G1A - Concept Approved

G2S - Gate 2 Submitted for Approval ( Vendor Submits BEP, Basic Plan & Cost to the Client for Approval )

G2A - Gate 2 Approved ( Client Approves Funds or Rejects )

G3S - Submitted for Gate 3 Approval ( Vendor Submits FEEP , Detailed Plan & Cost for Approval )

G3A - Gate 3 Approved. ( Full Fund is committed by the Client to the Vendor ) or Rejection Occurs.

The Question here is, at each Gate, which is denoted by User Statuses, Is it possible to Capture the Business Logic upon which Validation is done, when the Super User sets G2S, G2A, G3S, G3A, etc...

In simple terms, If the User Submits his Plan for G3S, {technically selecting the Radio Button }, can validations be done, and would it be possible to restrict certain business transaction and keep others open, and at the same time send Error Messages Accordingly.

For Example, checking commitments, budgets, assigned values, and accordingly locking certain transactions, WBS's, and sending Error Messages.

Regards,

Owais...

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
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Owais,

Yes, you can do this. In the status profile itself you can restrict certain transactions, like PR, PO, GR, Begetting etc.. for the appropriate status.

In the status profile, double click on the status, click on create button, you will get the list of transactions for the object you have assigned. Then select Forbidden option for which transaction you want to avoid.

System generates error message while creating the transactions if the transaction is forbidden for the user status.

Praveen

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Praveen,

Can I add more logic for this. Say, at each gate, I want to make sure that only a certain amount of budget must be used and not more than that.

Regards,

Former Member
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Authorize the concerned person to release the budget by maintaining the required authorizations. This way you can release only the required budget for each Gates and only the person who has the relevant authorizations can do so.

Hope this helps.

Regards,

Gokul

Former Member
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You can use Budget release functionality to achieve your requirement. In this you can release certain amount of budget for utilization then the rest amount can be released for further utilization.

But I am not sure, you can link this to the user status. Explore for some sort of work around for this. If you can elaborate more on your requirement, we may try for work around.

Praveen

Answers (1)

Answers (1)

nitin_patoliya
Active Contributor
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Refer this note point no .440186 which explain validation based on system status, Check with Technical team logically it should be possbile with Userv status as well.

With Regards

Nitin P.

Edited by: Nitin Patoliya on Aug 23, 2010 3:05 PM