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Workflow Limit Approval

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Posted on by 467

Hi 

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 ?

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Workflow Limit Approval

    Samer,

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

    pastedimage1638484523676v1.png  pastedimage1638484697128v2.png

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

    Thanks,

    Steve

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    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 Profile Picture
    Samer Baskhayroun 467 on at
    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

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    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 Profile Picture
    Samer Baskhayroun 467 on at
    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

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    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.

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