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OOB Workflow for Customer overdue balance

  • 1.  OOB Workflow for Customer overdue balance

    Posted 14 days ago
    Hello Everybody,

    Does anyone know if BC (latest update) have an OOB workflow for a Customer overdue balance notification and approval?  Not a specific Customer, but any Customer.  I want to set it to trigger at a $ amount.  For example if a customer is $100 past due, this would trigger a notification that the customer is past due and a SO would have to be approved.

    Thanks.

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    Xan
    Katy TX
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  • 2.  RE: OOB Workflow for Customer overdue balance

    NAVUG ALL STAR
    Posted 11 days ago
    Xan,

    BC does not have a Customers Overdue Balance Workflow. You could easily create your own applying somewhat the same logic as the OOB Credit Limit workflow. You could also use Power Automate to accomplish this request. Here is a video on Power Automate that shows you the process: (17) BC Approval Walkthrough - YouTube

    Thanks,
    Steve

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    Steven Chinsky
    Manager
    Wipfli
    Mansfield MA
    NAVUG/BC Programming Committee Member
    NAVUG All-Star, Granite Award Recipient, MCP, DCMP
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  • 3.  RE: OOB Workflow for Customer overdue balance

    Posted 11 days ago
    Thanks so much, Steve.  I will watch the video.

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    Xan
    Katy TX
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