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Can Workflow auto forward documents when the sales lines linked to purchase orders are received? - Knowledgebase / LEGACY Products / FAQ - Cavallo Technical Support

Can Workflow auto forward documents when the sales lines linked to purchase orders are received?

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No. When a purchase order is received and the receipt is posted, linked sales lines are automatically fulfilled, but that doesn't trigger a workflow move. We recommend batch-forwarding the documents in the Sales module. Create a Workflow rule that checks for un-fulfilled lines, so that when you forward the entire batch, the documents that aren't fulfilled will stay in that batch, while the fulfilled documents move through the Workflow. 

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