Announcements
No record found.
Within Business Central using the workflow tool, how can you configure the Purchase Quote workflow for different approvers based on Payment Method eg. Credit Card as opposed to all other payment methods?
Hi,
This is valid case but unfortunately this Workflow event is not available. You need to add this workflow event and its related response.
You can check this link: docs.microsoft.com/.../devenv-walkthrough-workflow-events-responses
Payment method is a header field so I believe this is valid. You will need to have multiple workflows for the same thing and just have the payment method as a filter in the first line of the workflow. You will see it says document type on the top line. Just add a filter for payment method too. In the response you can then add the different approver. Again this is per workflow. We have a client doing this for another circumstance.
If this can be possible without development then great. I will try this.
Thank you - will have a look to see what i can get done. Cheers
Thank you. I did this - just though need to do this for every payment method so that all quote process through a workflow
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.
Congratulations to our 2026 Super Stars!
Thanks to all of our 2025 Community Spotlight stars!
These are the community rock stars!
Stay up to date on forum activity by subscribing.
OussamaSabbouh 1,958 Super User 2026 Season 1
YUN ZHU 1,101 Super User 2026 Season 1
Dhiren Nagar 959 Super User 2026 Season 1
