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Small and medium business | Business Central, N...
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Can Order approval WF and Credit Limit WF be used same time?

Posted on by 219

Hi:

In NAV , we have sales order approval workflow and credit limit workflow, can I use the both workflow within one single sales order?

as per my test seems not , how can I make it work?

Regards,

Lanqing.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Can Order approval WF and Credit Limit WF be used same time?

    Lanqing,

    That is a tough one within Business Central. May I suggest the following... Look into combining using Power Automate. It has more flexibility, Here is a link to a video and someone who can help:

    https://www.youtube.com/watch?v=F6yh7-R33W8

    Hope this helps.

    Thanks,

    Steve

  • qjwlq Profile Picture
    qjwlq 219 on at
    RE: Can Order approval WF and Credit Limit WF be used same time?

    Hi, ZHU:

    Thanks, in your screenshot you are using one single workflow with multiple conditions, not sure if it works for multiple workflows?

    Regards,

    Lanqing.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,647 Super User 2024 Season 2 on at
    RE: Can Order approval WF and Credit Limit WF be used same time?

    Hi, I think this is possible, because according to my tests, multiple Workflows can be set for the same document with different conditions.

    For example,

    pastedimage1649634224892v1.png

    Hope this info helps.

    Thanks.

    ZHU

  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: Can Order approval WF and Credit Limit WF be used same time?

    Hello,

    Ah yes, sorry I just notice the template. The following error pops up:

    Validation Results

    One or more entry-point steps exist that use the same event on table Sales Header. You must specify unique event conditions on entry-point steps that use the same table.

    If this can work, you may want to try to modify the sales order approval workflow so that it includes the credit limit. The event conditions must be unique which is a requirement.

    Hope it helps.

  • qjwlq Profile Picture
    qjwlq 219 on at
    RE: Can Order approval WF and Credit Limit WF be used same time?

    Hi:

    sales order approval workflow and credit limit workflow, two workflow for one sales order.

    Regards,

    Lanqing.

  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: Can Order approval WF and Credit Limit WF be used same time?

    Hello,

    You mean Sales Order approval workflow and Credit Memo approval workflow (two different templates)?

    Thanks.

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