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What is the correct way to add an approval workflo...
# suiteflow
r
What is the correct way to add an approval workflow to sales orders? I'm not seeing an option for Sales Order under Accounting Preferences > Approval Routing, and there is no option to Set Field Value for the orderstatus Field from within a workflow action.
Answer: I only needed to change an accounting preference for Default Sales Order Status. I did not need a workflow in this case.
Wondering for the future though, is it possible to add a custom approval workflow to sales orders?
m
@reptar I have not seen the ability to do this either. Only the native "Approve Sales ORders" suitelet. It would be nice for sure
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Ive made a custom WFA that just controls the native status field on orders before, but that isn't always recommended for wide usage
Like you probably wouldn't want to change an SO from Pending Fulfillment to Pending Billing without using the proper transctions...(not sure if you even could...LOL
r
Ya, I have little desire to mess with it unless my users come up some pesky requirement.
WFAs are great except that good luck maintaining it if I were to leave the company
i still forget how to set them up
m
yes WFA are always tricky...I've had to take over a few that were built by other developers and probably 90% of them I've just rebuilt myslef because I couldn't figure out what the others were supposed to do
LOL
r
We usually create custom fields for "Approval Status" and "Next Approver" for records that do not have native approval routing. The challenge is controlling when the transaction posts or not depending on the value of the custom "Approval Status" field
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