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can we set up workflow when an order/ quote goes on credit block in public cloud?

Ganeshmasne
Explorer
0 Kudos
101

Hi All,

We have requirement to trigger the workflow for quotation or sales order when document is in credit block. In workflow we can add condition to all document like if net value is more than some value then it will trigger workflow but that is not customer specific.

Please advise

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Answers (2)

Answers (2)

a_montesdeoca
Product and Topic Expert
Product and Topic Expert
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Hi @Ganeshmasne,

You can set up workflows for sales documents, but these are relevant for specific fields as sales organization, sales order type and net value: Approval Workflows for Sales Documents

However, if SAP Credit Management is active, you need to follow the standard process to release the document: Manage Documented Credit Decisions

I would recommend exploring the available features of SAP Credit Management.

Hope this helps.

Arturo

veronika_skybova
Participant
0 Kudos

Hi, you can try to add your own WF condition by using badi SWF_WORKFLOW_CONDITION_DEF. 

Check this: 
SAP S/4HANA Cloud - Flexible Workflow with new cus... - SAP Community

KR 
Veronika