Purpose
This workflow controls routing and status updates for Account records in the purchase order closeout 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 | Account |
| 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.
This object references:
Technical reference
Record identity
| Item | Value |
|---|
| Record name | Sales Tax Exception Review Workflow |
| Script ID | customworkflow_demo_purchase_order_closeout |
| Object type | Workflow |
| Source XML | Objects/customworkflow_demo_purchase_order_closeout.xml |
Project assignment