Flow Fix: Sales Order Completion + Work Order Scheduling
The scheduling team at this company found a process gap: they couldn’t tell whether it was okay to schedule a Work Order, because the Purchasing Status wasn’t getting updated.
The original request was to automate the field update on the Work Order based on the Sales Order status. It turned out that automation already existed—the real issue was that no one was updating the Sales Order status in the first place. Once we uncovered that, we shifted focus to automating the true missing link: marking the Sales Order as complete once all its Line Items were acquired.
What I Did:
🌸 Created a record-triggered flow that fires when a Sales Order Line Item is updated
🌼 Queried for any remaining Line Items on the same order that were not yet acquired
🌷 Used a decision element to check if the query returned zero results
🌿 If all were acquired, updated the parent Sales Order status to “Complete”
🌺 That update triggered the Purchasing Status on the related Work Order, as originally intended
Reflection:
I would never change the scope or direction of a request like this without first communicating with the stakeholder. In this case, the proposed solution was reviewed and approved by the Procurement Manager, and it turned out to be an ideal fit for their business process.
