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How to Show message when Customer Credit Limit Workflow

edited Jun 2, 2025 2:38PM in Ask A Guru 9 comments

Hello,

I am trying to create a workflow that shows a pop-up message if:

(Accounts Receivable balance + unbilled orders + sales order amount) is greater or equal than the Credit Limit set on the Customer credit.

Reason why I'm building a workflow is I have consolidated payments turned on which does not enforce sub customer credit limits.

I am struggling with the formula aspect of the workflow as it is showing the pop-up message regardless of the condition.

Has anyone build something similar before?

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