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Workflow Limit Approval

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Posted on by Samer Baskhayroun

467

we are implementing Workflow for the sales Credit Memo

we have User 1

Create User Group approval Manager 1 Perioty =1

Manager 2 Periority =2

The work flow is working fine

the request goes to Manager 1 and after approval it goes to Manager 2

We ahve a request that if the User 1 Create Sales Credit Memo for dollar amount =1 $ , it should not go through the workflow

means he does not need to have approvals for 1$ Sales credit Memo

How can i do that ?

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Community Member Microsoft Employee on at

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RE: Workflow Limit Approval

Samer,

So that we are on the same page, below is my Sales Credit Memo Approval Workflow:

If you can send over your pics I can recreate in my test sandbox.

Thanks,

Steve
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Inge M. Bruvik 32,748 Super User 2024 Season 1 on at

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RE: Workflow Limit Approval

I forgot to mention that you can also define the document types that the workflow should be used for so here you should be able to define only sales creditmemos. Look at this link:

docs.microsoft.com/.../across-how-to-create-workflows
Samer Baskhayroun 467 on at

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RE: Workflow Limit Approval

yes my user 1 have 1$ Limit

but when he creates SCR Memo for 0 Dollar , it goes to the Group Approval workflow
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Community Member Microsoft Employee on at

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RE: Workflow Limit Approval

Samer,

Does your User 1 have an Approval Limit of $1. This will negate the Approval process since User 1 has an approval limit of up to $1 and will not require additional approvals.

Thanks,

Steve
Samer Baskhayroun 467 on at

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RE: Workflow Limit Approval

Thanks for the Quick reponce

Yes it only for Sales Credit Memo

I tried Sales Amount Approval Limit and did not work
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Inge M. Bruvik 32,748 Super User 2024 Season 1 on at

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RE: Workflow Limit Approval

So it should only work for a sales credit memo not for sales orders?

Have you tried to experiment with the Sales Amount Approval Limit field in the approval user setup?

I have not tested it myself if it will work only for credit memos.

I would not rule out that some kind of customization is needed.