Warehouse Transfer Controls Workflow

Purpose

This workflow controls routing and status updates for Cash Sale records in the payment application review process.

Behavior

• Evaluates record status and required fields before moving to the next step.
• Sets review fields used by saved searches and dashboard queues.
• Sends reminders when records remain unresolved.

Runtime and deployment

Area	Setting
Record type	Cash Sale
Trigger	On create and edit
Release status	Released

Operational notes

• Review workflow states before changing approval fields.
• Test transitions with open records before changing release status.

Related configuration

This object references:

• Warehouse Transfer Controls - connected through the payment application review process.
• cash-sale - connected through the payment application review process.

Technical reference

Record identity

Item	Value
Record name	Warehouse Transfer Controls Workflow
Script ID	customworkflow_demo_payment_application_review
Object type	Workflow
Source XML	Objects/customworkflow_demo_payment_application_review.xml

Project assignment

Item	Value
Primary project	Warehouse Transfer Controls
Record types	Cash Sale