📌 Step 1: Enable the Workflow Feature

1. Go to Setup > Company > Enable Features.

2. Click the SuiteFlow subtab.

3. Check the box for SuiteFlow (Workflow) to enable the workflow feature.

4. Click Save.

📌 Step 2: Create a Custom Approval Status

You need a custom status to indicate the order is pending approval.

1. Go to Setup > Accounting > Accounting Lists > New.

2. Select Status from the list.

3. Set the following:

   • Name: Pending Approval

   • Type: Sales Order

   • Description: Sales order awaiting approval.

4. Click Save.

📌 Step 3: Create the Workflow

1. Go to Customization > Workflow > Workflows > New.

2. Fill in the details:

   • Name: Sales Order Approval Workflow

   • Record Type: Sales Order

   • Subtypes: Standard

   • Release Status: Testing (for initial setup)

   • Execute as Admin: Checked

3. Click Save.

📌 Step 4: Define the Workflow Initiation

1. Under the Initiation section:

   • Select Event Based.

   • Trigger On: Before Record Submit.

   • Execute on Create: Checked.

   • Execute on Edit: Checked.

2. Click Save.

📌 Step 5: Add the Workflow States

You need at least three states:

• Pending Approval

• Approved

• Rejected

1. Click New State:

   • Name: Pending Approval

   • Click Save.

2. Click New State again:

   • Name: Approved

   • Click Save.

3. Add another state:

   • Name: Rejected

   • Click Save.

📌 Step 6: Add State Transitions

1. Go to the Pending Approval state.

2. Click New Transition:

   • To State: Approved

   • Condition: If Approved by Manager is checked.

3. Add another transition:

   • To State: Rejected

   • Condition: If Rejected by Manager is checked.

4. Click Save.

📌 Step 7: Add Actions and Conditions

1. Go to the Pending Approval state.

2. Add an action:

   • Trigger: Entry

   • Type: Set Field Value

   • Field: Status = Pending Approval

3. Go to the Approved state:

   • Add an action:

   • Trigger: Entry

   • Type: Set Field Value

   • Field: Status = Approved

4. Go to the Rejected state:

   • Add an action:

   • Trigger: Entry

   • Type: Set Field Value

   • Field: Status = Rejected

5. Click Save.

📌 Step 8: Test the Workflow

1. Create a new sales order:

   • Go to Transactions > Sales > Create Sales Orders.

   • Select a customer, add items, and submit the order.

2. Verify that the status changes to Pending Approval.

3. Approve or reject the order:

   • If approved, it should transition to the Approved state.

   • If rejected, it should transition to the Rejected state.