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Question

Workflow or Approval to hold orders based on specific criteria?

  • September 29, 2025
  • 0 replies
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2025R1  I am doing something wrong.

Business wants to hold orders for review that trigger specific logic.  I have the logic working, it pops a warning and sets a flag on the SOOrder header (to trigger workflow or approval map).

 

Three options I have worked through:

1. Put on Hold logic in the Customization through a “click hold” call if X = true.  Code never set the order on hold. 

2. I created an Approval Map for Sales Orders based on a SOOrder header flag.  It ignored the flag and held every order for review.

3. I found a suggestion on here for a Workflow customization, but it does not trigger a hold either.


Logically, I think the Workflow is the best route, if I can get it to apply.