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Microsoft Dynamics NAV (Archived)

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

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Posted on by 96

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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  • Suggested answer
    Genie Cetas Profile Picture
    Genie Cetas 472 on at
    RE: How to create an approval workflow for sales order to customer with open balance

    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.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to create an approval workflow for sales order to customer with open balance

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

  • Suggested answer
    I Gusti Made Ari Profile Picture
    I Gusti Made Ari 3,594 on at
    RE: How to create an approval workflow for sales order to customer with open balance

    Yes, there is already standard workflow template for that.

    You can create workflow from below template : 

    SOCreditLimit.png

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