Hi ,
First Step -Activade workflow approval for credit limit
if a customer has a credit limit 1000 and then for the posting sales order i want to post the document with approval workflow .
Second-Post Sales order if we dont have credit limit in customer card directly without approval workflow
Please how can manage this
Regards,
Erion
This appears to be a duplicate. Here is my response on the other thread:
Since “Credit Limit” is not a standard field on the Sales Order, you would need to add that field to the Sales Order Header and pass it to the Sales Order at time of creation. Then you can build the Credit Limit check into your Workflow.
Just know with this approach, it is only passing the Credit Limit, not the difference between the Customer Balance and their Credit Limit, which may be what you are after.
Best Regards,
Ben Baxter
Accent Software Inc
hi Ben ,
when i have credit limit for the customer i click cend approval and the status for the sales order go pendin approval and then i approve this
So everything is ok but when the condition is A customer credit limit is not exceeded i want to directly post the sales order
Yes, this is where you would need a calculation added at time of Send Approval Request to determine if the Credit Limit is exceeded. This could be a simple Boolean (True/False) field in the Order Header. Have that field set prior to the call to the Approval Workflow. Then your workflow has that field as an “On Condition”.
Best Regards,
Ben Baxter
Accent Software Inc
Hi Ben ,
From the last reply you can find the workflow .
Can you help me for line in the end when a customer credit limit is no exceeded how can do if the customer is not exceeded to try to release the document directly not with send approval and then released
Regards ,
Erion
Erion,
At this point you’ll want to reach out to your partner for assistance. Your partner can walk through the development needed to accomplish your Exceeded Credit Limit field needed to complete your Workflow.
Good luck,
Ben Baxter
Accent Software Inc
