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Hi Experts,
We need to create a workflow for issuing credit memos to customers (both through all sales orders and all Free Text Invoices).
Is it feasible? If yes, please provide useful links for the same.
Thanks,
Priyank
Hello,
Do you mean you want workflow for Free Text Invoices? If yes, you can use the standard workflow for this requirement.
Do you mean you want workflow for Sales Order Invoices? if yes, there is no standard workflow for this requirement.
You need to create a custom workflow for this, you may refer this blog
community.dynamics.com/.../how-to-create-sales-order-workflow
Hello Priyank,
There is a standard workflow for free text invoices.
You can make use of that and auto approve all ordinary invoices.
For negative amounts - that is credit notes - you can then define various approval steps.
This can be achieved with the standard condition feature in the workflow designer.
Best regards,
Ludwig
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