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Finance | Project Operations, Human Resources, ...
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How to create custom workflow for sales order based on customer

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Posted on by 436

Hi Experts,

I want to disable and enable picking list and packing slip post button.

When we create sales order for that particular customer account we have added on checkbox in master like this:

pastedimage1584617883387v1.png

If this checkbox is yes then both button( picking list and packing slip post) should be disable,it will enable only when that customer approved sales order by using workflow functionality.

If approved then able to do pick and pack and also  i need to show this workflow option in  sales and marketing module ->setup->sales and marketing workflow.

So please suggest me how to achieve this.

Thank you

Sona Jee 

I have the same question (0)
  • Verified answer
    André Arnaud de Calavon Profile Picture
    304,553 Super User 2026 Season 1 on at

    Hi Sona,

    You can read the next blog from Joris to get started with a new workflow: devmusings.blog/.../

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