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Conditional Customer approval and restrict use until approved

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Posted on by kjjson

We have a need to have an approval from accounting take place whenever certain tax codes/states are selected. In addition, we don't want the customer to be used/process further until the approval has taken place. Would this be best done through the BC approval, and if so what is needed, or through Power Automate? It appears that despite sending a customer approval, the customer can still have orders/invoices entered, is that correct? What good is the customer approval for?

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JAngle 133 on at

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Documents can be raised. Might be you want to block a customer in addition. I’d say Power Automate is a good pathway as you can update the record and you can trigger silent approvals. I used different fields as I’m in a GB database.

Add the tax fields here:

Use the standard power automate template first so the above is created for you. Then layer in the adjustments above. Add a step to your flow for updating the customer to be “Blocked” All

to fully restrict use it would make sense to have a security filter for specific permission sets. So if the customer is blocked all then those users cannot see the record in order to use it for new documents. Any existing will get caught by standard error trapping

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kjjson on at

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Thank you for the reply, you mentioned using power automate, but your windows/examples are the BC workflow, just wondering which you would recommend.

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JAngle 133 on at

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Yes that makes my answer confusing. It is Power Automate. A BC workflow record is created for approval based power automate flows.

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Dallefeld 211 User Group Leader on at

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You could set the customer to blocked in the BC workflow. The issue then becomes how do you get the customer unblocked....additional steps in the workflow might work.

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JAngle 133 on at

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You might want to expand on this. My understanding with BC workflow is you need a response and you have a limited set. Updating fields not is not in scope. Power automate offers way more flexibility here.

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JAngle 133 on at

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Whacked my method into a blog post: joshanglesea.wordpress.com/.../

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kjjson on at

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Josh, this is fantastic and thank you so much. The one area I am struggling with is changing the event from "Approval of a customer is requested" to "A customer record is changed" in Business Central, but the Power Automate flow still stayed with the "When a customer approval is requested" Is that supposed to have changed?

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JAngle 133 on at

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It’s optional. Changing it will allow you to prevent users from manually choosing the request approval page action. To perform the change just access the workflow record and alter the 1st row

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