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Sales Order Credit Limit Approval Workflow is triggering for all customer

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Posted on by TanmayTunveer

Dears,

I have created an WF from default template for Sales Order Credit Limit Approval in SB instance but this is triggering for those customers as well who dont exceed credit limits.

Could you please help me how to skip those customer SO which customer credit limit yet not exceeded.

Thanks in advance.

Regards

Tanmay

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Dynamics 365 Business Central

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TanmayTunveer 60 on at

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RE: Sales Order Credit Limit Approval Workflow is triggering for all customer

Hello Nitin,

Thanks for your heads-up. Are you talking about customized WF or BC built in WF with templates?

I am trying to achieve with built in WF but not able to put the condition about Customer Credit Limit there. Any example you have ?

Regards

Tanmay
Suggested answer

Nitin Verma 21,546 Moderator on at

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RE: Sales Order Credit Limit Approval Workflow is triggering for all customer

Hi,

You can try to put the condition with the Customer Credit limit filter on that workflow.

Thanks