Authorization Rule for Sales Order Does Not Seem to Work

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Javier

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Sep 4, 2014, 5:26:23 AM9/4/14
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Dear Experts,

I am trying to create an Authorization Rule for Sales Orders. Tried doing Itemwise discounts, Average Discounts and Grand Total but all don't seem to work. I have a workflow for Sales Orders and initially thought this might block Authorization Rules... Will this block?

I tried disabling the rule and retested but it didn't help the problem.

I have tried for Quotations and that seems to work.

Any chance you could shed some light?

Thanks very much as always. You guys are awesome.


Javier


Rushabh Mehta

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Sep 5, 2014, 5:01:03 AM9/5/14
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On 04-Sep-2014, at 2:56 pm, Javier <boh...@gmail.com> wrote:

Dear Experts,

I am trying to create an Authorization Rule for Sales Orders. Tried doing Itemwise discounts, Average Discounts and Grand Total but all don't seem to work. I have a workflow for Sales Orders and initially thought this might block Authorization Rules... Will this block?

Can you share what kind of rules have you set and what is the expected behavirour?

Workflow and Authorization rules are parallel and won't override


I tried disabling the rule and retested but it didn't help the problem.

I have tried for Quotations and that seems to work.

Any chance you could shed some light?

Thanks very much as always. You guys are awesome.


Javier



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Javier

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Sep 5, 2014, 5:17:17 AM9/5/14
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Dear Rushabh,

This following describes details of the authorization rule which I tried to create (which didn't work):
- Transaction: Sales Order
- Based On: Average Discount
- Customer / Item Name: <blank>
- Applicable to (Role): Sales User
- Applicable to (User): <blank>
- Approving Role: Sales Manager
- Approving User: <blank>
- Above Value: 40.000

This following describes details of the authorization rule which I created (that worked):
- Transaction: Quotation
- Based On: Average Discount
- Customer / Item Name: <blank>
- Applicable to (Role): Sales User
- Applicable to (User): <blank>
- Approving Role: System Manager --> this was purely for testing purposes
- Approving User: <blank>
- Above Value: 40.000

Hope this helps. Thanks real much.


Javier



On Friday, September 5, 2014 5:01:03 PM UTC+8, Rushabh Mehta wrote:
On 04-Sep-2014, at 2:56 pm, Javier <boh...@gmail.com> wrote:

Dear Experts,

I am trying to create an Authorization Rule for Sales Orders. Tried doing Itemwise discounts, Average Discounts and Grand Total but all don't seem to work. I have a workflow for Sales Orders and initially thought this might block Authorization Rules... Will this block?

Can you share what kind of rules have you set and what is the expected behavirour?

Workflow and Authorization rules are parallel and won't override


I tried disabling the rule and retested but it didn't help the problem.

I have tried for Quotations and that seems to work.

Any chance you could shed some light?

Thanks very much as always. You guys are awesome.


Javier



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Rushabh Mehta

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Sep 5, 2014, 5:22:59 AM9/5/14
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Thanks for reporting!

Can you file this on GitHub - much easy to follow updates that way.


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Javier

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Sep 9, 2014, 2:40:14 AM9/9/14
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Thanks Rushabh. Recorded in github.
Thanks for reporting!

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