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In Microsoft Dynamics GP 2018 R2, we have added a new Sales Transaction Approval workflow where you can create approvals based on several conditions such as whether or not a Customer Credit Limit is exceeded on the transaction.
Below is a list of the default fields available for Sales Transaction Workflow approval conditions. More fields are available if the 'Display Extended Field' option is marked in the Workflow Conditions window.
The default 'WF ASSIGN SOP APPROVAL*' E-Mail message for the Sales Transaction Approval workflow will have the option to add many customer and transaction related fields, such as Customer Credit Limit information so that you can state on the email whether or not the Customer Credit Limit has been exceeded. This way there is high visibility for the approvers when they receive the email notification letting them know a sales transaction is pending their approval. The wording and fields on the E-Mail Message ID can also be customized to your preference.
Below is an example email using the default 'WF ASSIGN SOP APPROVAL*' message id with the Sales Transaction Approval workflow in Microsoft Dynamics GP 2018 R2:
The workflow history for the Sales Transaction Approval workflow is also displayed on inquiry windows and navigations lists as shown in the 'Transactions Pending Approval' list under 'Sales Order Transactions' example here:
For more detailed documentation on this new feature and others with the Release of Microsoft Dynamics GP 2018 R2, please check out our Microsoft Dynamics GP 2018 R2 New Feature Blog Series.
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