web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Sales invoice workflow
Small and medium business | Business Central, N...
Suggested Answer

Sales invoice workflow

(0) ShareShare
ReportReport
Posted on by Community Member

Hello Experts,

I am creating a workflow for Sales invoice in Business central where the condition is:

-> If the Credit Limit exceed for the current Invoice(i.e. Outstanding + Current Invoice > Approved Credit Limit) then

    1. Transaction to go for Finance approval. Finance should be able to approve only for the current Invoice.
  2. Where Outstanding is Customers outstanding balance.
  3. Current invoice is current invoice value which we are posting
  4. Approved credit limit is Customers credit limit

Can anyone please help.

Thanks,

BR

Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels Microsoft Employee on at

    Hello,

    Are you working Power Automate for this requirement or the standard work flows BC offers?

    Thank you.

  • Community Member Profile Picture
    Community Member on at

    Its standard workflow.

  • Suggested answer
    Vanessa Garcia Profile Picture
    Vanessa Garcia Microsoft Employee on at

    Hello Ryan_1994,

    did you check the standard "Sales Invoice Credit Limit Approval Workflow"?

    I guess this could be your starting point.

    pastedimage1666080678558v1.png

    You can use this one that checks if the Customer Credit Limit is exceeded taking into account the Invoice amount sent for approval.

    Also, you can create a Workflow User Group for the Finance (and other) departments and send the approval request to them.

    I hope this helps you to move forward.

    Kind regards,

    Vanessa.

  • Suggested answer
    Amit Profile Picture
    Amit 2,563 on at

    Hi,

    Adding Info-:

    https://learn.microsoft.com/en-us/dynamics365/business-central/across-workflow

    Regards

    Amit Sharma

    www.erpconsultors.com

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the August Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 715 Super User 2026 Season 2

#2
YUN ZHU Profile Picture

YUN ZHU 452 Super User 2026 Season 2

#3
AndrewThomas81 Profile Picture

AndrewThomas81 371 Super User 2026 Season 2

Last 30 days Overall leaderboard

Featured topics

Microsoft Training Manuals

Product updates

Dynamics 365 release plans