“Notify User if SO was approved to Process” setting

Company settings:

• “Notify User if SO was approved to Process” checkbox:
  • was added on Notification tab SO Settings block;
  • by default isn’t checked;
  • was added dropdown Accountant User:
    • to Sale Order Info tab;
    • contains the list of Users in the system;
    • if Accountant is selected:
      • after creating SO is created task and an email is sent.

Email/Task:

• Subject: “SO was approved for [Sales Rep]”;
• Text: “SO-XXXX for [Sales Rep] was approved by [user name]”.

If SO is moving in Credit Hold status:

• The user who created SO and Sales Rep is notified by email;
• The Accountant should be notified by email and Task:
  • Subject: “SO was moved for in Credit Hold”;
  • Text: “SO-XXXX was moved in Credit Hold status”;
• If Accountant approved user:
  • Sales Rep and User who created the SO are notified by email:
    • Subject: “SO was approved for [Sales Rep] ”;
    • Text: “SO-XXXX for [Sales Rep] was approved by [user name]”.