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Suggested answer

Sales invoice workflow

Posted on by 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.
  1. Where Outstanding is Customers outstanding balance.
  2. Current invoice is current invoice value which we are posting
  3. Approved credit limit is Customers credit limit

Can anyone please help.

Thanks,

BR

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  • 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
    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.

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