Tag: Sales Order Workflow

Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Custom Workflow to Set Date Record Type: Select Transaction Sub Types: Select Sales Order Execute As Admin: Enter Checkmark Release Status: Select Released 3.Initiation: Select Event Based 4.Event Definition: On Create: Enter Checkmark Trigger Type: Select Before Record Load 5.Click Save 6.Click State 1 7.Bottom right corner: Click New Action 8.Click Set Field Value 9.Basic Information: Trigger On: Select Entry 10.Parameters: Field: Select Sales Effective Date Value: Select Date… Continue reading Set the Sales Effective Date to Current Date using Workflow