RE: Alert for Pending Orders

Just wondering if we have have a pop-up alert when entering a new sales order if that customer has other sales orders that are awaiting fulfillment?

Margie Beginner Asked on September 19, 2022 in How To's.
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Yes, but not natively. This is a customized solution and it will have to be a scripted or workflow.  Essentially, there will need saved searches built that will check the open orders for the customers and then the solution will trigger a popup as the customer is populated into the transaction record. You will need a developer

Rookie Answered on September 20, 2022.
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