How to create custom workflow for sales order based on customer

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Posted on by Sona Jee

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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:

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

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André Arnaud de Cal... 298,916 Super User 2025 Season 2 on at

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RE: How to create custom workflow for sales order based on customer

Hi Sona,

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

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