NSC | How To Set-up a Credit Memo Approval Workflow

Kristoffer Viray-Oracle

Users wanted to create an Approval Workflow for Credit Memo. Since Credit Memo is not yet available in Approval Routing, an alternative workaround that users can do is to manually create a Custom Approval Workflow for Credit Memos. To do this, kindly follow the steps below:

Create a Workflow

1. Navigate to Customization > Workflow > Workflows > New
2. Name: Enter Name of the Workflow
3. Record Type: Select Transaction
4. Subtypes: Select Credit Memo
5. On Create: Enter Checkmark
6. On Update: Enter Checkmark
7. Execute as Admin: Enter Checkmark
8. Release Status: Select Released
9. Enable Logging: Enter Checkmark
10. Click State 1
11. Click New Action
12. Click Set Field Value
13. Trigger On: Select Entry
14. Field: Select Approval Status
15. Value: Select Pending Approval
16. Click Save
17. Click New Action
18. Click Set Field Value
19. Condition:
    1. Field: Select Status
    2. Compare Type: Select None of
    3. Selection: Select Approved, Open or Rejected
20. Field: Select Next Approver
21. Value: Select the Employee who is an Approver

Create new State for Approve and Reject buttons:

1. Click New State
2. Connect it to State 1
3. Double Click State 2
4. Click New Action
5. Click Add Button
6. Label: Enter Approve
7. Add another Button by repeating steps 4 to 6 and label it Reject

Create new State for Approve:

1. Add Transition if Approve button is clicked
2. Add New Action: Set Field Value
3. Field: Select Approval Status
4. Value: Select Approved

Create new State for Reject:

1. Add Transition if Reject button is clicked
2. Click New Action: Click Set Field Value
3. Field: Select Approval Status
4. Value: Select Rejected

Have any questions about the Workflow? Let us know below!