Sales Order Basic Approval Template
The Sales Order Basic Approval Template creates a workflow that allows a user to create and automatically approve a sales order if the total is less than a specific amount or start the approval process if the total is over a specific amount. After you create a workflow based on this template, you can edit the workflow to customize it according to your business needs. See Creating a Workflow from a Workflow Template.
The Sales Order Basic Approval workflow implements the following rules:
-
The workflow initiates on any creation event on a sales order.
-
The sales order is automatically approved if the total amount of the sales order is $300 or less and the customer's overdue balance is $0.
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The sales order is also automatically approved if the user that creates the sales order does not have a supervisor.
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If the sales order is not automatically approved, the approval process begins. An approver can edit, approve, reject, or cancel the sales order.
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If the approver rejects the sales order, the user may cancel the sales order, or edit the sales order and resubmit it for approval.
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The sales order does not exit the workflow after the sales order is approved. The record is locked to all users except administrators.
Workflow Definition Properties
The following table describes the workflow definition properties for the Sales Order Basic Approval Template’s workflow definition:
Section |
Property |
Value |
---|---|---|
Basic Information |
Record Type |
Transaction |
|
Sub Types |
Sales Order |
|
Execute As Administrator |
checked |
|
Release Status |
Not Initiating |
|
Keep Instance and History |
Only When Testing |
|
Enable Logging |
checked |
|
Inactive |
clear |
Event Definition |
On Create |
checked |
|
On Update |
clear |
|
Condition |
None |
|
Trigger Type |
All |
Workflow Fields
The following table describes the workflow fields in the Sales Order Basic Approval Template’s workflow definition:
Workflow Field Name |
Description |
---|---|
Approver |
Stores the List/Record of the employee that must approve the sales order. |
Created By |
Stores the List/Record of the employee that created the sales order. |
States, Actions, and Transitions
The following table describes each state in the Sales Order Basic Approval Template’s workflow definition and the actions and transitions in each state:
State Name |
Actions |
Transitions |
---|---|---|
Initiation |
|
|
Pending Approval |
|
|
Approved |
|
None. The sales order stays in the Approved state of the workflow, locked to all users except administrators. |
Rejected |
|
|