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Hello, I just want to ask something about the workflow. I need to create an approval process to sales order to customer that have overdue balance. For example if we create a sales order to customer that have overdue or pending balance, we need to send a approval to a supervisor. It is possible to do that using the workflows.
Thank you for the help
Regards,
CB
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Carlos Basilis,
As per you requirement, There is no default provision. It needs to be customized.
Step 1: Create a new flow field called "Outstanding amount" based on the Customer, system will update the field once the customer is selected in the SO.
Step 2: Create a new workflow based on the template,
Path : Chronus/Departments/Administration/Application Setup/Workflow/Workflows
Step 3: Under workflow step Approval of a sales document is requested, in the on condition "Document Type: Order, Status: Open", By using assist edit, select the outstanding amount(Field created by us) and give value as >0. Click Ok.
Now system will send the approval request to a supervisor.
As per you requirement, There is no default provision. It needs to be customized
Yes, there is already standard workflow template for that.
You can create workflow from below template :
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