Sales Tax Exception Review Workflow

Purpose

This workflow controls routing and status updates for Sales Order records in the vendor payment release 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	Sales Order
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:

• Sales Tax Exception Review - connected through the vendor payment release process.
• sales-order - connected through the vendor payment release process.

Technical reference

Record identity

Item	Value
Record name	Sales Tax Exception Review Workflow
Script ID	customworkflow_demo_vendor_payment_release
Object type	Workflow
Source XML	Objects/customworkflow_demo_vendor_payment_release.xml

Project assignment

Item	Value
Primary project	Sales Tax Exception Review
Record types	Sales Order