Prev
Next
Forums Integration / Customization IPA/ProcessFlow

Best method to write Process Flow that puts invoices on hold

 6 Replies
 0 Subscribed to this topic
 52 Subscribed to this forum
Sort:
Author
Messages
Stephen Robertson
Basic Member
Posts: 4
Basic Member
6/14/2010 7:19 PM
    I am writing a new process flow, that does the following:
    When an invoice is entered onto AP20, the purchase order linked to it is looked up in POLINE, each POLINE is evaluated if an ITEM-TYPE of S is found, then a hold flag of Y is placed in APPAYMENT and a HLD-CODE of APAP is placed in APHLDINV. Someone will be emailed with the ability to approve or deny the invoice. If they choose approve, the Hold Flag will be removed and the HLD-CODE will be removed as well. What is the best way to do this, via an AGS off of AP20, or should I use the SQL Query and SQL Update nodes?
    David Williams
    Veteran Member
    Posts: 1127
    Veteran Member
    6/14/2010 7:54 PM
      When you use the delivered setup and trigger then you don't have to put the invoice on hold. It can't process until approved.
      David Williams
      Stephen Robertson
      Basic Member
      Posts: 4
      Basic Member
      6/14/2010 8:22 PM
        Correct, but we are only wanting to put invoices on hold that tie back to Purchase Orders that have an Item-Type of S on them. If we have one like this, then we want to put the Invoice on hold, until it is approved.
        David Williams
        Veteran Member
        Posts: 1127
        Veteran Member
        6/14/2010 8:36 PM
          If you use Lawson's trigger all invoices will go through ProcessFlow. You will have to auto-approve the invoices you don't want to route for approval.
          David Williams
          David Williams
          Veteran Member
          Posts: 1127
          Veteran Member
          6/14/2010 8:40 PM
            If you are creating a custom process, then use an AGS call. "Never" use a SQL update.
            David Williams
            Stephen Robertson
            Basic Member
            Posts: 4
            Basic Member
            6/14/2010 8:41 PM
              Ahh, Following what you are saying, I think, so I can just modify the default approval process to auto approve all of them except for the ones that have an Item Type of S on the Actual PO... Correct.?
              David Williams
              Veteran Member
              Posts: 1127
              Veteran Member
              6/14/2010 8:49 PM
                Yes.
                David Williams