The Workflow for STO can be defined to control the process. It can be set to be auto-approved on creation or it can trigger an approval workflow.

In this illustration, the STO has been auto-approved. If an approval workflow is triggered, it will be similar to a regular Sales Order workflow.

Once an STO has been approved, the options to Cancel, Amend or Hold it will be available

STO-Options for approved order-CREST ERP

If the STO is opened for amendment, the Edit Order link will be available in the footer menu group.

STO-Amended-Edit option-CREST ERP

The Approve link is enabled and it will have to be approved once again.

STO-Amended order-Approve-CREST ERP

Last modified: May 19, 2021

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