I'm in need of a solution for which when a person enters an item on a sales order that has a certain item production status, it will alert the user they cannot send the order to the factory if the item is labeled as 'development'. I'm not sure if workflows have been updated to be able to access line items on sales orders? and if so, would it have the capability to pop a message?

You can use a saved search applied to the sales order user form. The saved search could exclude the development items. A much easier solution that a nag box.

thanks! could you elaborate a little? it's more than the nag box, it needs to actually prevent the user from sending the form to the factory, but they should still be able to enter the complete order and save it. i am considering a scripted solution but was just wondering if WF was an option.

Without a script, The only way to let the item be added to the order but prevent it from going to the factory (assuming you are talking Pick Ticket) would be to have the quantity at 0 at all times on that item. If you need something more or the 0 quantity is not an option, then I would go with a script. It would give you the best control.

Thank you, @Rebecca! I have recommended this but wanted to be sure a workflow was not a viable option.

it'd be a hack of the status field, but if you found an item on an order with that value, couldn't you put it back to "pending approval" instead of "pending fulfillment"?

@Ben Goligowski would there be some other way to do that other than scripting? I don't believe a WF can access line items on the SO.

@Amanda Flynn, WFs can access line items on SOs these days, relatively new, last couple years. you have to first create a sublist action group before you can reach them. then within there you can do certain a limited number of things like set field value, return user error, and i think create record. i have a few WFs that hit line level these days.

@Ben Goligowski Ah, I couldn't find an answer to that question, I knew NS was planning to do that but didn't know if they had. This is very helpful as my boss gets nervous when anyone mentions scripting, he's had some bad experiences. I'll look in to this as an option, thank you!

lol, no problem. there are some uniquenesses and limitations, but still, more helpful than not. and WFs are usually more easily managed than scripts for most environments due to a more accessible user base.