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Enabling approval for return sales orders

This article explains how the further steps required to enable approval for the RM order type.

The first step is to create the necessary new automation steps on the Automation Steps (SM205000) form for the Sales Orders (SO301000) form.

To do this, on the Automation Steps form, with Sales Orders (Company > Distribution > Sales Orders > Work Area > Enter) selected in the Screen box, perform the following instructions.

To create the automation steps

  1. For the RM Pending Approval step (entered in the Step ID box), do the following to specify the needed settings, and save your changes before proceeding to the next automation step:
    1. On the Conditions tab, for each condition shown below, click Add Row on the table toolbar, and specify the corresponding settings in the row.

      Field nameConditionValue
      StatusEqualsPending Approval
      HoldEqualsFalse
      ApprovedEqualsFalse
      BehaviorEqualsRMA Order
    2. On the Actions tab, for each action shown below, click Add Row on the table toolbar, and specify the corresponding settings in the row. Then perform the following steps:

      ActiveAction nameIs defaultMenu text
      SelectedActionClearedApprove
      SelectedActionClearedReject
      SelectedHoldSelected
      1. Click the row with the Approve action, and on the table toolbar, click Fill with Values. In the Fill with Values dialog box, which opens, select the following values (Value column): for the Approved field name, selected; and for the Status field name, Open. Click Close.
      2. Click the row with the Reject action, and on the table toolbar, click Fill with Values. In the Fill with Values dialog box, select the following values (Value column): for the Rejected field name, selected; and for the Status field name, Rejected. Click Close.
      3. Click the row with Hold in the Action Name column, and on the table toolbar, click Fill with Values. In the Fill with Values dialog box, select the following values (Value column): for the Hold field name, selected; and for the Status field name, On Hold. Click Close.
  2. For the RM Rejected step, do the following to specify the needed settings, and save your changes before proceeding to the next automation step:
    1. On the Conditions tab, for each condition shown below, click Add Row on the table toolbar, and specify the corresponding settings in the row.

      Field nameConditionValue
      StatusEqualsRejected
      BehaviorEqualsRMA Order
    2. On the Actions tab, click Add Row on the table toolbar, and specify the settings shown below in the row. Then perform the following steps:

      ActiveAction nameIs defaultMenu text
      SelectedHoldSelected
      1. Click the row with Hold in the Action Name column, and on the table toolbar, click Fill with Values.
      2. In the Fill with Values dialog box, select the following values (Value column): for the Hold field name, selected; and for the Status field name, On Hold.

      3. Click Close.

  3. For the RM Hold-Pending Approval step, do the following to specify the needed settings, and save your changes before proceeding to the next automation step:

    1. On the Conditions tab, for each condition shown below, click Add Row on the table toolbar, and specify the corresponding settings in the row.

      BracketsField nameConditionValueBracketsOperator
      (StatusEqualsOn HoldOr
      StatusEqualsOpen)And
      HoldEqualsClearedAnd
      ApprovedEqualsClearedAnd
      BehaviorEqualsRMAOrderAnd
    2. Only action: * (FILL WITH VALUES: Status = Pending Approval)
  4. For the RM Hold-Open step, do the following to specify the needed settings, and save your changes:

    1. On the Conditions tab, for each condition shown below, click Add Row on the table toolbar, and specify the corresponding settings in the row.

      Field nameConditionValueOperator
      StatusEqualsOn HoldAnd
      HoldEqualsClearedAnd
      ApprovedEqualsSelectedAnd
      BehaviourEqualsRMA OrderAnd
    2. Only action: * (FILL WITH VALUES: Status = Open)

    These steps are similar to the steps for the SO behavior: SO Pending Approval, SO Rejected, and SO Hold-Pending Approval. You can view the SO steps for reference when setting up these automation steps.

Modifying the existing automation steps

You also need to modify the existing RM Open automation step on the Automation Steps (SM205000) form for the Sales Orders (SO301000) form. To do this, perform the following steps:

  1. On the Automation Steps form, in the Screen box, select Sales Orders (Company > Distribution > Sales Orders > Work Area >Enter).
  2. In the Step ID box, select RM Open.
  3. On the Conditions tab, click Add Row on the table toolbar, and specify the following settings in the row, as shown below.

    Field nameConditionValue
    ApprovedEqualsSelected
  4. Save your changes.
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