Bill approval WF, Customize o/fulfil HTML, Saved search formula
Overview
We have worked on three different things for this client as mentioned below,
- Customizing order fulfilment HTML template email
- ETD – DIFOT saved search
- Bill Approval workflow
1. Changing order fulfilment HTML template email Set up > Accounting > Customize Fulfilment email:
- Hello First Name
- Just a quick email to advise you that the below items from your order PO# (customer PO) have been dispatch from Tradesales and are on their way.
- Items Shipped:
- Item Qty Brief Description
- MD1215 1 MAXA Drawer Divider to suit 150-300mm Drawers - 125mmH x 150mmL
- Please don’t hesitate to get in touch if there is anything further with your order, we can assist you with.
- Thank you for choosing Tradesales for your Workplace Storage, Materials Handling and Safety requirements.
- We look forward to working with you again soon!
2. ETD – DIFOT saved search:
- SO lines which has the same Line ID should show the latest IF date.
- If back order > 0 then the related SO line should not appear on the report (already achieved in search criteria )
- If back order = 0 then should show latest IF date ( pending )
3. Bill Approval workflow :
- Bill created from approved PO related to a SO – if bill amount <= PO amount then auto-approved.
- Bill created from approved PO related to a SO – if bill amount > PO amount (less than $1000, Gross amount ) then goes to PO creator for approval, email notification to PO creator for approval.
- Bill created from approved PO related to a SO – if bill amount > PO amount (more than $1000, Gross amount ) then Approval required from James ( subsidiary = Retra ), Ben ( subsidiary = Tradesales ), email notification to the related approver for approval.
- Bill created from approved PO ( Not related to a SO) – if bill amount <= PO amount then auto approved
- Bill created from approved PO ( Not related to a SO) – if bill amount > PO amount then Approval required: Retra James, Tradesales Ben
- Standalone bills, not created from a PO then Approval required: Retra James, Tradesales Ben.
- Email Template.
- Hi “ employee name “
- Please approve Bill # , created from PO# , amount $ ( gross amount ) , for “ Item code “ and “ item description “