Trigger approval workflow in Sales Order based on Customer Due Date

dulipperera

Hello All,

We got a requirement to trigger Approval Work-flow in Sales Order Process based on the Customer Due Date (not the Customer Due Amount)

The scenario is such that if the customer has any outstanding invoice then the Sales Person should get approval from the Manager or else the order should get released automatically.

Can we achieve this using standard work-flows without any customization.

Thanks in advance for the Valuable suggestions.

Slawek_Guzek

No, not possible without customisation. The sales document workflow is based on Sales Header/Sales Line tables, therefore your workflow starting conditions/filters can only be based on fields values in those two tables.