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Hi
we are implementing Workflow for the sales Credit Memo
we have User 1
Create User Group approval Manager 1 Perioty =1
Manager 2 Periority =2
The work flow is working fine
the request goes to Manager 1 and after approval it goes to Manager 2
We ahve a request that if the User 1 Create Sales Credit Memo for dollar amount =1 $ , it should not go through the workflow
means he does not need to have approvals for 1$ Sales credit Memo
How can i do that ?
Samer,
So that we are on the same page, below is my Sales Credit Memo Approval Workflow:
If you can send over your pics I can recreate in my test sandbox.
Thanks,
Steve
I forgot to mention that you can also define the document types that the workflow should be used for so here you should be able to define only sales creditmemos. Look at this link:
yes my user 1 have 1$ Limit
but when he creates SCR Memo for 0 Dollar , it goes to the Group Approval workflow
Samer,
Does your User 1 have an Approval Limit of $1. This will negate the Approval process since User 1 has an approval limit of up to $1 and will not require additional approvals.
Thanks,
Steve
Thanks for the Quick reponce
Yes it only for Sales Credit Memo
I tried Sales Amount Approval Limit and did not work
So it should only work for a sales credit memo not for sales orders?
Have you tried to experiment with the Sales Amount Approval Limit field in the approval user setup?
I have not tested it myself if it will work only for credit memos.
I would not rule out that some kind of customization is needed.
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