How to create an approval workflow for sales order to customer with open balance

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Posted on by CBC

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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,

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I Gusti Made Ari 3,608 on at

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Yes, there is already standard workflow template for that.

You can create workflow from below template :

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As per you requirement, There is no default provision. It needs to be customized

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Genie Cetas 472 on at

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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.

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