A/R Invoice won't undergo Approval for Specific Customer

[Former Member]

Dear Experts,

Good day!

I would like to know if it possible for an A/R Invoice to not be included in the approval process when a specific customer is tag.

Hoping for your feedback regarding this matter.

Thank you very much!

Ashley

[former_member212181 · Accepted solution]

Hi Ashely,

You can mention this condition in "Where" clause.

For eg: Where OINV.CardCode <>'C0001'

Thanks

Unnikrishnan

[Former Member · Accepted solution]

Hi Unnikrishnan,

Thank you for your immediate feedback.

Can you teach me how?

Thanks!

Ashley

[Former Member · Accepted solution]

Hi Ashley,

You need to create a Query for this purpose and you can define this query under the respective 'Approval template' under terms tab, there u can define under 'Terms Based on User Queries' and then u can bypass the approval process for Specific customer.

Regards,

Bhushan Verma

[former_member212181 · Accepted solution]

Hi Ashely,

Please post your approval Process query, if any.

Or if you want to consider all AR Invoices except one customer you can try below query for approval Process

----

Select Distinct True Where $[$4.0.0] not in ('C0001')

----

Please specify exact customer code in query

You can add more customer codes like this

-----

Select Distinct True Where $[$4.0.0] not in ('C0001','C0002','C0003')

-----

Hope you are clear

Thanks

Unnikrishnan

Message was edited by: Unnikrishnan Balan

[Former Member · Accepted solution]

Hi Bhushan Verma,

Good day!

Thank you for your feedback.

Can you help me on the query?

Thank you!

Ashley

[Former Member · Accepted solution]

Dear Unnikrishnan Balan,

Thank you for your feedback.

I've tried to load the query and test it in my approval template but I've encountered an error. Kindly see below screenshot for your reference.

Thanks!

Ashley

[former_member212181 · Accepted solution]

Hi Ashley,

Please try this one

Select Distinct 'True' Where $[$4.0.0] not in ('C0001')

I added "single Quote" for "True"

Thanks

Unnikrishnan

[Former Member · Accepted solution]

Thank you Unnikrishnan Balan!

The query is working perfectly now.

Regards,

Ashley