When generating a sales order, display a notification indicating that the days overdue are equal to or exceed 30 for customers whose days overdue meet this condition. Sales orders meeting this criterion should be created with a status of “Pending Approval.
To create a workflow the navigation used is customisation > workflow > workflows> new
Choose the record type as transactions
Initiation – on create
Trigger type – all
Condition – Record – customer
Field- days overdue
Compare type – greater than or equal
Value – 30
On state 1 –
- Add action – Show message -Trigger on – Before user submit.
Condition- customer: days overdue >=30
Text- overdue greater than 30+ days
- Add action – Set field value – Trigger on – Before record submit.
Field – Approval status
Condition- customer: days overdue >=30
Click on static value – selection – Pending approval.