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

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Posted on by CBC

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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Genie Cetas 472 on at

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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.
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Community Member Microsoft Employee on at

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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
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I Gusti Made Ari 3,594 on at

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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 :