Description

Workflow Description

The Approval Process Required for Sales Order Changes processing option on the Audit Log tab of the Sales Order Entry program (P4210) must be set to activate workflow. When a user changes certain fields on a sales order and clicks OK, the system places the order on hold and sends a message to the specified approver. The system enters an AH hold code for approval hold. The system releases the order and accepts the change only when the approver accepts the change.

Workflow Trigger

When a user attempts to change any of these fields on a sales order: Quantity (Transaction and Secondary), Unit of Measure (Transaction and Secondary), Price (Unit and Extended), Requested Date, Promised Delivery, and Payment Terms.

Workflow Action

The approver for changes to the order receives a message in the work center under the queue "SO Change Approval". The approver then selects the message to review the details of the change and a link to the workflow allows the approver to accept or reject the change. The approver can also enter comments regarding the approval or rejection.