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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Auto approval workflow...
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Auto approval workflow for credit management

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Posted on by Zmrlzna 5

I've created a workflow for auto approval of the credit holds; I've got the auto release properly configurated in the credit and collections paramenters:

pastedimage1660752144860v1.png

The problem is that the workflow is always giving error of "Release reason is mandatory":

pastedimage1660752558919v2.png

I've been trying all possible combinations and there's no way to make it work. Some idea?

Thanks,

  • Rob Danks Profile Picture
    Rob Danks 4 on at
    Auto approval workflow for credit management
    This bug is targeted to be resolved in version 10.0.37 - Issue 825298 ReleaseReason in not company specific in credit management release workflow.
    See my previous post for a workaround in the meantime.
  • Suggested answer
    Rob Danks Profile Picture
    Rob Danks 4 on at
    Auto approval workflow for credit management
    Hi Zmrizna,
     
    The issue is that the code is looking in company DAT for the Auto release reason, instead of the company that the order relates to.
     
    You can fix this by setting up the Auto released reason in company DAT and selecting it on the Credit and collections parameters.
     
    I am waiting for Microsoft Support to confirm whether this be fixed in a future release.
     
    Rob
  • Zmrlzna Profile Picture
    Zmrlzna 5 on at
    RE: Auto approval workflow for credit management

    Hello Komi,

    what you exactly mean by "workflow submit dialog"?

    Thanks,

  • Komi Siabi Profile Picture
    Komi Siabi 12,692 Most Valuable Professional on at
    RE: Auto approval workflow for credit management

    Hello Zmrlzna,

    Do you mind showing a screenshot of the workflow submit dialog ?

  • Zmrlzna Profile Picture
    Zmrlzna 5 on at
    RE: Auto approval workflow for credit management

    Hi Steve,

    that's D365 F&O

    Thanks,

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Auto approval workflow for credit management

    Hi Zmrlzna,

    Which app are you using, D365 F&O or  Supply Chain Management？

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