This request is an update from the previous ticket: link to previous ticket. The previous ticket was made for V15 and suggested a solution that in the current version (V18) involved custom code, which would require ongoing maintenance. With this new approach, we aim to eliminate the need for code, which would impact your subscription.

Settings​

​4. Go to the Studio in the form view of the Sale Order model.

​5. Enable the option "Show Invisible Elements" so that the "Confirm" buttons are visible.

​6. Add Approval for Sale Order Confirmation:

• On each Confirm button, add an approval step.
• Set the approval role to Sales / Administrator.

​7. Add the following domain to the approval configuration:

[("partner_credit_warning", "!=", False)]

Important: Make sure you are in debug mode. The field Partner Credit Warning will not appear unless typed directly into the code editor.

Demo

Access with a user with Sales / User Rights

Then try to make a sell to any client who has reached his credit limit. It will require an approval.