What is the best approach to manage this scenario?
In the payments and applications screen I need to put on "pending approval" status when the exchange rate changes in the document.
Thanks for your help!
Best answer by Gabriel Michaud
- Add a field to store the “approved” exchange rate and make this field editable only to the person allowed to approve the change
- Prevent taking the Payment off hold (or releasing it) when the approved rate is different from the document rate
I would try to avoid modifying the workflow and adding new document statuses.