Thank you for supporting the Cloud Customer Connect Community in 2024. It's a gift to work with you!

Look back
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

make changes to a sales order without asking for approval again

edited May 11, 2022 6:01AM in Order Management 1 comment

Summary:

After a sales order is approved we need to be able to change warehouse, requested ship date and item without asking for approval again. Any workarounds?

Content (required):

When the order team places an order, the first step is to get it approved (using the workflow), in our case the approval team just validates the price of the order and approves it. After its approved and before it is delivered, given our business model, the team should be able to change details of the orders without asking for an approval again, as long as the price doesnt change. The 3 common items that need to change are the warehouse, the requested ship date and the item. Then the operations team can intake those orders and ship them

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!