RE: How to make pop up shows that the client has used 75% of their credit limit
i am wondering if anyone can help me to solve this problem. I would like to let the user know when the credit limit of the client is 75% used when they would like to make a new sales order for the client. Can i use workflow and how is the formula ?
Rookie Asked on March 10, 2022 in Administration.
Create a saved search to compare their open or remaining balance with credit limit and use a criteria to show only less that 75% used and use that save search in your workflow to show pop up message (show message workflow action)