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3376270 - Approval process is not triggered when updating A/R Invoice

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Symptom

 The approval process is not triggered when a field is updated in an existing A/R Invoice.

Environment

SAP Business One

Reproducing the Issue

Prerequisites:

  1. The Enable Updating the Document Generated/Updated by Approval Process checkbox is selected in Administration → System Initialization → General Settings → BP tab.
  2. An approval process is set for the A/R Invoices (Administration → Approval Process).

Scenario:

  1. Create an A/R invoice with setting a value in the Indicator field on the Accounting tab of the document. When the invoice is added, the approval process is triggered.
  2. The authorizer approves the document and the final A/R invoice is created.
  3. Open the A/R invoice created in step 2 and change the Indicator field, then choose Update.

Actual behavior:

The approval process is not triggered and the A/R invoice is changed.

Resolution

This is correct system behavior because the approval process is re-triggered only in case the following documents are updated:

  • Sales quotation
  • Sales order
  • Purchase request
  • Purchase quotation
  • Purchase order
  • Inventory transfer request
  • Inventory counting
  • Return request
  • Goods return request
  • Blanket agreements
  • A/R down payment with CreateTran (Create Journal Entry) as "N"
  • A/P down payment with CreateTran (Create Journal Entry) as "N"
  • Delivery / goods receipt PO / goods return / return in non-perpetual inventory system (Administration → System Initialization → Company Details → Basic Initialization tab → Use Perpetual Inventory parameter is unchecked).

For other documents, the update of an approved document will not trigger a new approval process, for example A/P and A/R invoices, A/P and A/R credit memos.

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