Bill approval WF, Customize o/fulfil HTML, Saved search formula
Case Study
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 > Customise 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.
1. If back order > 0 then the related SO line should not appear on the report (already achieved in search criteria )
2. If back order = 0 then should show latest IF date ( pending )
3. Bill Approval workflow
:
A) Bill created from approved PO related to a SO – if bill amount <= PO amount then auto-approved.
B) 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.
C) 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.
D) Bill created from approved PO ( Not related to a SO) – if bill amount <= PO amount then auto approved
E) Bill created from approved PO ( Not related to a SO) – if bill amount > PO amount then Approval required: Retra James, Tradesales Ben
F) Standalone bills, not created from a PO then Approval required: Retra James, Tradesales Ben.
Email Template.
Email template :
Hi “ employee name “
Please approve Bill # , created from PO# , amount $ ( gross amount ) , for “ Item code “ and “ item description “
