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Posted on by peter fun

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I want to create a workflow for cases where a customer exceeds their credit limit. We have some customers with a 0 credit limit, which actually means they are allowed unlimited credit. For these customers, I want to set up a workflow so that whenever a sales order is created with COD (Cash on Delivery) as the payment method and the customer has a 0 credit limit, the system should require approval from an approver.

Please guide me on what the condition should be so that the workflow works correctly for customers who have a 0 credit limit and are using the COD payment method. Kindly provide the steps and the complete workflow setup so I can configure it.

Thank you.

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OussamaSabbouh 12,808 Super User 2026 Season 1 on at

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Hello,

Condition:

Customer Credit Limit (LCY) = 0

Payment Method Code = COD

Effect:

Whenever a Sales Order is created with COD for a customer whose credit limit = 0 → send to approval.

Workflow steps:

1. Create workflow from Sales Order Approval template.

2. Add condition on the event:

Customer."Credit Limit (LCY)" = 0

Sales Header."Payment Method Code" = 'COD'

3. Add response: Create Approval Request

4. Enable workflow.

Regards,

Oussama Sabbouh

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Gerardo Rentería Ga... 25,555 Most Valuable Professional on at

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Hi, good day
I hope this can help you, and give you some hints.

Mastering Sales Credit Limits in Dynamics 365 Business Central - Dynamics 365 Business Central Insights

CREDIT LIMIT APPROVAL WORKFLOW

Dynamics 365 Business Central - How to Create a Workflow - Transcribe - Technology Management Concepts

Best Regards
Gerardo

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Gregory Mavrogeorgis 992 Super User 2026 Season 1 on at

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Hi,

You can handle this with a standard approval workflow in Business Central — you just need to add a condition that checks two things:

The payment method on the sales order is COD, and

The customer’s credit limit is 0

In your setup, zero means unlimited, but since you still want those orders to require approval, the workflow just needs to look specifically for that combination.
Here’s how you can set it up:

1. Start with the standard Sales Order Approval workflow

Go to Workflows

Click New → New from template

Choose the Sales Order Approval Workflow template

Give it a name like: COD + Zero Credit Limit Approval

This gives you the basic approval structure.

2. Add your conditions
On the line that triggers approval (usually “Sales document approval is requested”):

Select the line

Click Event Conditions

Now add:
Sales Header conditions:

Document Type = Order

Payment Method Code = COD

(Use whatever your actual code is.)
Customer conditions:

Add a new line for Table = Customer

Field: Credit Limit (LCY)

Filter: 0

This tells BC:
“If the order is COD and the customer’s credit limit is 0, then fire the workflow.”

3. Set the workflow responses
On the same line, open Responses and make sure you have:

Create an approval request

Optional: Send approval request (email/notification)

Then on the “Approved” and “Rejected” lines:

Approved → Release the document

Rejected → Reopen or show a message

4. Turn the workflow on
Set Status = On, and you’re ready to test.
Try creating a sales order for a zero-credit-limit customer using COD — BC should now force an approval request.

If you find this helpful please markvit as verified

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Jainam M. Kothari 15,732 Super User 2026 Season 1 on at

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Hello,

To configure this workflow, create a Sales Order Approval Workflow and set the condition to trigger when Payment Method Code = 'COD' AND Credit Limit (LCY) = 0, optionally adding Document Type = Order.

Then add a response to create an approval request for the record and assign the approver. Enable the workflow, and it will require approval whenever a customer with zero credit limit (interpreted as unlimited credit) places a COD sales order

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