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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Approval Workflow
Small and medium business | Business Central, N...
Suggested Answer

Approval Workflow

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Posted on by Marcella Affonso 224

I need to create workflow: 

  1.  Accounts with Overdue balance needs approval.
  2. Test Credit memos do not go on hold when over credit limit or Overdue balance.
  3. Can certain customers be setup to never require approval?

Should I create one workflow for each?

1- How can I filter just people with Overdue balances?

pastedimage1684872009624v1.png

2- Should I filter just to show Credit Memos? 

pastedimage1684872065704v2.png

3- It's possible to Setup some customer to never require approval? Maybe filtering the Customer No.?

I have the same question (0)
  • Jun Wang Profile Picture
    Jun Wang 8,216 Moderator on at

    seem you are on the right track, but workflow is difficult to test. it requires more than 1 user, setups, the right permission. If you could test, the first one try

    second one, you could check if any amount filter could be set up in addition to the document type

    last one, set filter to exclude certain customer from approval

    I'm not great with filters but here is an example to exclude item 1000 and 1100

  • Suggested answer
    Greg Enns Profile Picture
    Greg Enns 1,122 on at

    Yes you should filter to DocType if you want different things to happen for different DocTypes.

    Yes, you can use CustomerNo filter if you want to exclude (or only include) certain customers. You could also filter using one of the Customer __ Group fields (CustPostingGroup,CustDiscGroup,CustPriceGroup,etc.).

    If you want a more dynamic filter (like Customers with Overdue Balance) you will need custom coding.

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