Sales Order Credit Limit approval not releasing upon Approval request

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Posted on by ML-31101333-0

We have a sales order credit limit workflow enabled to send for approval any sales orders that will put the customer over their credit limit and the workflow has a filter to exclude sales orders with certain payment methods. The Payment Method filter is under the Sales Header section and it is set to <>OTT-CASH. When I create the sales order for a customer and use the payment method OTT-CASH the document is no releasing, it is still going for approval. How can I get the document to release? I even tried to add this filter to the condition ion the second step in the workflow. I used the Business Central template and added the Location Code and Payment Method filters.

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Dynamics 365 Business Central

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OussamaSabbouh 1,142 on at

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Sales Order Credit Limit approval not releasing upon Approval request

Hello,

Your workflow still sends OTT-CASH orders for approval because Business Central checks the credit limit before applying your filter. Add Payment Method Code <> OTT-CASH to both the event and approval step conditions, and make sure the payment method is set before saving the order. This will allow OTT-CASH sales orders to release automatically.

Regards,

Oussama Sabbouh

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