I am trying to figure a solution whereby we have credit limit for customers and if the value is 1000 let check the condition for the value 1000 and not post sales order above 1000 but needed to go for approval
And second conditions is if a customer is is lower than the value 1000 let post the sales order without approval
Any help pls ?
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