Automatically mark dropship purchase order as fulfilled?
I was hoping to be able to use the ‘transform record’ action to automatically fulfill a dropship purchase order. This option is not available for me with this action type.
Does anyone know of a way to to make this work?
Well, I’m not sure with POs, but I have a search/workflow that fulfills a sales order every 30 minutes.
I have a search with these criteria:
Then the results:
My workflow schedulr:
If results are found on the search, it performs the transform record action:
Hope that at leasts points you in the right direction.