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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Sales Order Credit Lim...
Small and medium business | Business Central, N...
Suggested Answer

Sales Order Credit Limit Approval Workflow is triggering for all customer

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Posted on by TanmayTunveer 60

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

 

Categories:
Dynamics 365 Business Central
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  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,794 Moderator on at

    Hi,

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

    Thanks

  • TanmayTunveer Profile Picture
    TanmayTunveer 60 on at

    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

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