Sales Order Transaction to Have a Discount Item Routed for Approval and/or Will Automatically Be Approved Using Workflows

Scenario

There is a requirement to have all Sales Orders that have a Discount Item of -1000.00 or less to be routed for approval and any amount greater that -1000.00 will automatically be approved. 

Solution

1. Navigate to Customization > Workflow > Workflows
2. On the Preferred Workflow: Click Edit
3. Click State 1
4. Bottom right corner: Click New Action
5. Click Set Field Value
6. Basic Information:
   
   • Trigger On: Select After Field Sourcing
7. Triggering Client Fields:
   
   • Sublist: Select Items
   • Select Item(Line)
8. Parameters:
   
• Field: Select SO Date Approval
• Value: Select Static
• Checkbox: Enter Checkmark
9. Condition:
   
• Field: Select Description(Line) 
• Compare Type: Select equal 
• Value: Select Discount
• Field: Select Amount(Line) 
• Compare Type: Select less than or equal to
• Value: Enter -1000.00
10. Click Save