Workflows

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Posted on by CILGroup

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Hi,

We have a workflow to check if there are NEGATIVE LINES in a sales order and this works great. If the result is NO then the user must press the RELEASE button, if the result is YES then it goes through the workflow process. However, how can we have all Sales Orders/Quotes always force the user to press the SEND APPROVAL REQUEST even if there are no NEGATIVE LINES?

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Tina Menezes 2,580 on at

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RE: Workflows

Hi,

You have to go to the actions page of your sales order and on the release action write the following code:

If SalesHeader.Status <> Sales header. Status::Released then

ERROR( Sales order has to be sent for approval);

This will force the user to send for approval if document is not approved.

Your workflow is already checking for negative lines so you do not need to check again if negative lines are present or not.

Once sent for approval and approved the status will change to Released so it will not give error message again.
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CDsilva 4,184 on at

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RE: Workflows

Hi CILGroup,

Create a boolean variable in the page named Result.You need to write a code to check for negative lines. if negatives lines is found then set RESULT =TRUE and display a message.

IF Result=TRUE then

MESSAGE('Click on the Send approval button')

ELSE

Status=Status::Released

MODIFY(TRUE);