Trigger approval workflow in Sales Order based on Customer Due Date

dulipperera
dulipperera Member Posts: 1
in NAV Three Tier
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.

Answers

  • Slawek_Guzek
    Slawek_Guzek Member Posts: 1,690
    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.

    Slawek Guzek
    Dynamics NAV, MS SQL Server, Wherescape RED;
    PRINCE2 Practitioner - License GR657010572SG
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