When making a transaction with API - is it possible to have it be created with Pending Approval status?
When I add Hold= false to the request, it does that but it creates it without lines. With Hold = true it creates it with all the lines but status is on hold.
Can it be created with status Pending Approval but with lines? Or is not possible because adding Hold=false prevents it from being editable and adding lines?
Best answer by Samuel Olivier Lavigueur
The reason that your request is not adding the line when you are setting the Hold to false is that most of the time the field are processed in the order they appear on the screen.
Since you are setting the Hold to false the record immediately goes to the Pending Approval status and cannot add any more information to it.
This is the limitation that you can achieve using a PUT request
I would recommend that you use a POST request instead to trigger the action “ReleaseFromHold”
according to the following article
in the entity section you can put you entire Journal Transaction entry and it will process it and save it before attempting to trigger the action which would remove it from the Hold status and into the Pending Approval that you want.
+20Hello,
If an Approval Map is Active for Approvals in GL Preferences, Approval tab, then all manual Journals start out on Hold status and become Pending Approval Status when Hold is removed.
Imported JE’s should have the same actions: they become Pending Approval when Hold is removed.
Did you try using Actions Save & Remove Hold at the end of your Import Scenario?
Hello,
I was using API and not an import scenario.
I suspect that I need one request to create the JE and another to remove hold
+20I see now, API in title. And I agree with you: actions by API likely need to match manual actions and Import Scenario actions. I hope I helped!
Laura
+2The reason that your request is not adding the line when you are setting the Hold to false is that most of the time the field are processed in the order they appear on the screen.
Since you are setting the Hold to false the record immediately goes to the Pending Approval status and cannot add any more information to it.
This is the limitation that you can achieve using a PUT request
I would recommend that you use a POST request instead to trigger the action “ReleaseFromHold”
according to the following article
in the entity section you can put you entire Journal Transaction entry and it will process it and save it before attempting to trigger the action which would remove it from the Hold status and into the Pending Approval that you want.
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