Hi,
Is there an API or another way to perform the function for Credit Check for Sales Order directly from an ION Workflow ?
Thanks
Donatella
Hi Donatella, I'm not sure what your process is. Credit check is normally done when adding the order header or lines. What is the purpose of the workflow you mention?
Best regards Catharine
Hi Catharine,
Thanks for your attention.
I know that M3 function for credit check runs each time you modify documents or add lines but I have set up a new procedure using workflow function so I 'd like to call Credit Check function from Workflow.
Hi DonatellaI'm still not sure I understand. I get it you created a workflow, but what is the purpose of the workflow? Is it just to run a credit check? For a certain order, a certain customer or payer?Workflows are efficient to extend processes that we cannot do in M3. With regards to credit checking there are so many prerequisites in M3 that I think you should keep the actual credit check in M3.Catharine
The Workflow we have developped is not for Credit Check, (for this we mantain the actual function in M3 as you suggest), but for a complementary check , the issue is that we use the field CO Stop, (the same used by Credit Check), in order to stop the CO, and so after we want to recalculate the correct value for CO Stop.