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How to set up a Workflow that shows a reminder popup if a customer has unsettled credit?

edited Nov 15, 2022 12:53AM in Ask A Guru 3 comments

Hello,

I am trying to configure a work flow that shows a person entering a new sales order a pop up notifying them that the customer has an open (unapplied) AR credit. It would be even better if that work flow took into account any open sales order or "unbilled" orders as well. I have created a saved search (transaction type) with a number formula

if balance + unbilled is less then zero then pop up a reminder. That isn't working as expected, any ideas on how to accomplish this?

The end goal is to be able to alert customers to the credit so they buy more and use up their credit memo dollars.

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