Approve Customer Credit Limit Change - Workflow Event Handler
Use this event handler to automatically notify certain SyteLine users when the Credit Limit amount was changed for any customer on theCustomers form. The message also prompts for a Yes/No response to approve the change. Based on the response, the event handler sends an approval or rejection notification to the originator. Both notifications are messages sent to the SyteLine Inbox form.
This is the text of the notification that is sent:
To: receipient
From: originator
Subject: Credit limit change request
Body: A request has been entered to change the credit limit of Customer
custnum, custname from oldcreditlimit to newcreditlimit.
Question: Do you approve this credit limit change?
Choices: Yes and No.
If the response is Yes, this message is sent to the originator's SyteLine Inbox:
To: originator
From: receipient
Subject: Credit limit change request approved
Body: The request to change the credit limit of Customer custnum,
custname from oldcreditlimit to newcreditlimit has been approved.
If the response is No, this message is sent to the originator's SyteLine Inbox:
To: originator
From: receipient
Subject: Credit limit change request rejected
Body: The request to change the credit limit of Customer custnum,
custname from oldcreditlimit to newcreditlimit has been rejected.
Variable Information
| Variable | Description |
|---|---|
| recipient | This is the user name you specify in the Notify Users field on the Workflow Event Handler Activation form. You can specify multiple names separated by semicolons. |
| originator | This is usually
the name of the user who performed the action that generated the message.
However, if the system cannot determine a user associated with the action, a default address or name is used. In some cases, this default is the SMTP User Name associated with the intranet entered on the Site/Entities form for the site. |
| custnum | This is the customer number whose credit limit was changed. |
| custname | This is the customer name whose credit limit was changed. |
| oldcreditlimit | This is the customer's credit limit on the Customers form before the change. |
| newcreditlimit | This is the customer's credit limit on the Customers form after the change. |
Global Constants
This global constant is created by the event handler, based on the entries you make in the Workflow Event Handler Activation form:
| Global Constant | Contains |
|---|---|
| CustomerCreditLimitChangeApproverID | Contents of the Notify Users field |
Associated Event and IDO
The event IdoOnItemUpdate for the SLCustomers IDO triggers this notification.