Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
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 Microsoft Employee

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
    Amit_Sharma Profile Picture
    Amit_Sharma 2,545 on at
    RE: Sales invoice workflow

    Hi,

    Adding Info-:

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

    Regards

    Amit Sharma

    www.erpconsultors.com

  • Suggested answer
    Vanessa Garcia Profile Picture
    Vanessa Garcia on at
    RE: Sales invoice workflow

    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.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sales invoice workflow

    Its standard workflow.

  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: Sales invoice workflow

    Hello,

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

    Thank you.

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

photo of Muhammad Affan

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

thumbnail image of a pie chart section

Top 10 leaders for November!

Congratulations to our November super stars!

thumbnail image of the word Tip

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,419 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,492 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans