RE: Automatically cancel Sales Order after X days unapproved

How can you accomplish that?

edgarvaldes Beginner Asked on December 7, 2020 in Order Management.
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I don’t believe there’s anything to do this as standard so you’d be looking for a Workflow or Script.

With regards the former, it’d be a scheduled workflow. You create a Saved Search to pick up the relevant records and then determine what actions to take as part of the workflow:

I’d start there and if you can’t achieve it, we can look at a scripted solution.

Please let me know if you need any further details.



Intermediate Answered on December 8, 2020.

Thanks, Chris. I will take a look at your suggestion.

on December 8, 2020.
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