[billyboyo]

Upon Sales Order creation I would like to set the Status (and possibly other fields) based on customer.

We have our Sales Orders default status set to Pending Approval (under Setup > Accounting Pref …)

We have some workflows (written by my predecessor) that set certain values (location and some custom fields) based on customer.

In some cases the criteria uses hard coded customer names (seems like a bad practice to me).

Bigger problem is the trigger is on Entry which implicitly relies on the fact that our Sales Reps typically go to a customer record and then New Sales Order.

So, “on entry” the Customer field is already set in the Sales Order and Customer.Department, etc. can be referenced to set SO defaults like location.

However, if you just go Transactions > Sales > Enter Sales Order the Customer is not (pre)set “on entry”.

And, I’m pretty sure that would also be the case for Sales Order created via WebServices by our EDI provider.

Can anyone tell me (workflow rookie) how to trigger a workflow to set Sales Order defaults based on customer fields that will work in all three scenarios (SO from customer, from Transactions and via EDI/Webservice?

I envision creating a custom checkbox in the Customer Master called “Preapproved”.

In the Sales Order create workflow I want to say If Customer.Preapproved = T then Set Field Value Status = “Pending Fulfillment”

Seems like “on Edit” of SalesOrder.Customer would come into play.

But would the (pre)set value from Customer | New Sales Order trip that trigger?

The more detail the better. Workflow Triggers are a puzzle to me.

My predecessor seemed to use very broad triggers (on Create / Edit, On Entry, UI/ Web / CSV, etc.).

As a result, I see System Info entries changing fields back and forth when you View a Sales Order.
This is a cached copy. Click here to see the original post.

[iamashleydrewes]

I have a custom workflow that is based on a saved search condition. Essentially, I’ve defined the types of sales orders that I want to immediately move from Pending Approval to Pending Fulfillment.

Transaction Saved Search:

1. Amount < $$

2. Does not contain a new customer

3. Order does not contain expedited shipping

I have a few more bits of criteria but they relate directly to our business.

I have a workflow that has the saved search as a condition and automatically moves those sales orders to Pending Fulfillment.

What criteria makes up the customers you would pre-approve? Is it a balance? Is it an existing customer?

[Author]

Posts