Approve PO Line Amount - Workflow Event Handler
Use this event handler to automatically notify certain SyteLine users when a purchase order line exceeds the amount you specify in this event handler. The message also prompts for a Yes/No response to approve the amount. Based on the response, the event handler sends an approval or rejection notification to the originator. Both notifications are messages sent to the SyteLine Inbox form.
This is the text of the notification that is sent:
To: receipient
From: originator
Subject: Purchase Order Line Item amount exceeds company policy
Body: Purchase Order ponum Line poline Item item amount polineamount is
greater than the company policy of Purchase Order Lines under polinelimit.
Please review the Purchase Order Line and indicate your approval on
the Response Tab.
Question: Do you approve this new Purchase Order Line?
Choices: Yes and No.
If the response is Yes, this message is sent to the originator's SyteLine Inbox:
To: originator
From: receipient
Subject: Purchase Order Line amount exception approved
Body: Purchase Order ponum Line poline Item item amount polineamount has
been accepted as an exception to the Purchase Order Line policy of
polinelimit.
If the response is No, this message is sent to the originator's SyteLine Inbox:
To: originator
From: receipient
Subject: Purchase Order Line amount exception rejected
Body: Purchase Order ponum Line poline Item item amount polineamount has
been rejected. Variable Information
| Variable | Description |
|---|---|
| recipient | This is the SyteLine user name you specify in the Notify Users field on the Workflow Event Handler Activation form. You can specify multiple names separated by semicolons. |
| originator | This is
usually the name of the SyteLine user who
performed the action that generated the message. However, if the system cannot determine a user associated with the action, a default address or name is used. In some cases, this default is the SMTP User Name associated with the intranet entered on the Site/Entities form for the site. |
| ponum | This is the number of the purchase order with the amount over the limit. |
| poline | This is the purchase order line with the amount over the limit. |
| item | This is the item on the purchase order line where the amount is over the limit. |
| polineamount | This is the value in the Extended Cost field on the Purchase Order Lines form that is over the limit. |
| polinelimit | This is the amount you entered in the PO Line Amount field on the Workflow Event Handler Activation form, as the corporate standard limit for purchase order lines. |
Global Constants
These global constants are created by the event handler, based on the entries you make in the Workflow Event Handler Activation form:
| Global Constant | Contains |
|---|---|
| CheckPurchaseOrderLineAmountApproverID | Contents of the Notify Users field |
| CheckPurchaseOrderLineAmountLimit | Contents of the PO Line Amount field |
Associated Event and IDO
The events IdoOnItemInsert and IdoOnItemUpdate for the SLPOItems IDO triggers this notification.