Hi,
Does anyone have experience with SPS integration?
One of the steps is create select a "Create PO ack" button (in image). We want to avoid having to go through each sales order and select this button,
SPS informed us that we can in fact automate this through a workflow.
Here are my thoughts of going about it:
1. Create a workflow action script based on the script that is triggered by the "Create PO ack" button
2. Make a "Trigger PO Ack" check box field
3. Create a saved search that pulls SOs where if "Trigger PO Ack" is blank and be able to inline edit this checkbox
4. Create a workflow where if "Trigger PO ack" is true then trigger the workflow action script for that transaction
Open to feedback and suggestions. If anyone has done this integration with SPS and automated this "Create PO Ack" process please let me know.
Thanks!