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Approval Workflow

Posted on by 50

I need to create workflow: 

  1.  Accounts with Overdue balance needs approval.
  2. Test Credit memos do not go on hold when over credit limit or Overdue balance.
  3. Can certain customers be setup to never require approval?

Should I create one workflow for each?

1- How can I filter just people with Overdue balances?

pastedimage1684872009624v1.png

2- Should I filter just to show Credit Memos? 

pastedimage1684872065704v2.png

3- It's possible to Setup some customer to never require approval? Maybe filtering the Customer No.?

  • Suggested answer
    Greg Enns Profile Picture
    Greg Enns 1,102 on at
    RE: Approval Workflow

    Yes you should filter to DocType if you want different things to happen for different DocTypes.

    Yes, you can use CustomerNo filter if you want to exclude (or only include) certain customers. You could also filter using one of the Customer __ Group fields (CustPostingGroup,CustDiscGroup,CustPriceGroup,etc.).

    If you want a more dynamic filter (like Customers with Overdue Balance) you will need custom coding.

  • Jun Wang Profile Picture
    Jun Wang 7,433 Super User 2024 Season 2 on at
    RE: Approval Workflow

    seem you are on the right track, but workflow is difficult to test. it requires more than 1 user, setups, the right permission. If you could test, the first one try

    second one, you could check if any amount filter could be set up in addition to the document type

    last one, set filter to exclude certain customer from approval

    I'm not great with filters but here is an example to exclude item 1000 and 1100

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