I have a Sales Order that has been approved and released. Now I need to change the Salesperson but it is being blocked because there is an entry in the Approval Entries table with a status of Approved. The error message says that I need to cancel the approval process. Re-opening the order doesn’t change the status and cancelling the Approval Request only works for pending approvals. I can’t change the status in the Approval Entries form because the fields aren’t editable.
Is there any way to cancel the approval after it has been released?
That’s so, but minor changes can be made - I do not know by heart, if change of SP belongs to “minor changes”, did you try to change?
It has been possible for ages to make some changes in Released doc, the same should apply for newly invented statuses related to approval.
As SalesPerson can be changed, when Status = Released, IMHO this should be the same with Status=Approved, but I can’t check it right now.
The issue with Salesperson code is that it checks for Approved or Open status records in the Approval Entries table not the status of the Sales Order. As long as there’s one there it won’t let you change the code. I think this is being done because the Salesperson code can be involved in the whole Approvals process so maybe changing it after Approval causes problems. I’m not very familiar with this process.
That being said, I’ve found a somewhat kludgy way around this. Re-open the Sales Order and then send a Request for Approval. Make sure that it is setup so that approval and release is not automatic. This puts the approval in a Pending state. If the approval request is then Rejected, all the Open and Approved status Approval Entry records are changed to Canceled. Then you can change the Salesperson and resubmit the Approval request.
I’m really hoping there’s a better way to do this, tho
Just checked help - as I have mostly theoretical knowledge only about approvement functionality.
There is not a single word about how to “recall” completed approvement, ONLY about recalling in pending status.
So, MS has elegantly gone sideways the case that actually there is not a normal way to recall completed approvement. The do not say in a straightforward way that this is not possible, they simply keep quiet…
Taking into consideration the fact, that this is relatively new functionality, plus previous experience with such new features, it looks like “child illness” --they haven’t kept in mind all the cases an user can face-- which will be solved in some future versions / releases.
The method you found is a little bit awkward, but if it works, I’m afraid it’s your only chance by now.
However, let’s wait what other community members having more experience with approvals might say - I’m not the last instance of truth in any way [:)]
