Is there a easy way to make it so that you cannot close a sales order that has a dependent Item Fulfillment record? Any ideas?
m
MGBC
05/16/2023, 3:22 PM
You could make a saved search of Sales Orders using the criteria of either Status = Pending Billing, Partially Fulfilled, etc
OR
Criteria of Applying Transaction.Type = Item Fulfillment
THen use that Saved Search as the criteria of a workflow where you use the Remove Button Action to remove the Close button
🙌 1
t
Tim Chapman
05/16/2023, 3:23 PM
Genius!
m
MGBC
05/16/2023, 3:24 PM
Not sure if you need it but here's a in depth look at the remove button action that we wrote