Sales Order Credit Limit approval not releasing upon Approval request

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Posted on by ML-31101333-0

We have a sales order credit limit workflow enabled to send for approval any sales orders that will put the customer over their credit limit and the workflow has a filter to exclude sales orders with certain payment methods. The Payment Method filter is under the Sales Header section and it is set to <>OTT-CASH. When I create the sales order for a customer and use the payment method OTT-CASH the document is no releasing, it is still going for approval. How can I get the document to release? I even tried to add this filter to the condition ion the second step in the workflow. I used the Business Central template and added the Location Code and Payment Method filters.

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Dynamics 365 Business Central

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OussamaSabbouh 12,803 Super User 2026 Season 1 on at

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Hello,

Your workflow still sends OTT-CASH orders for approval because Business Central checks the credit limit before applying your filter. Add Payment Method Code <> OTT-CASH to both the event and approval step conditions, and make sure the payment method is set before saving the order. This will allow OTT-CASH sales orders to release automatically.

Regards,

Oussama Sabbouh

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Yi Yong 2,647 Super User 2026 Season 1 on at

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Hello,

Can you show all your workflows?

Likely is that the first workflow you have is the Credit Limit workflow and the <>OTT-CASH workflow is the second one.

So every time BC check for which workflows to use, it will always use the first one because it hit right into the condition.

You need to rearrange the workflows so that it will check for <>OTT-CASH and ensure you change the workflow event&response to release it immediately.

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Rishabh Kanaskar 6,219 Super User 2026 Season 1 on at

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Hi,

Have you tried using the Payment method code as a positive condition instead of exclusion?

Thanks

Rishabh

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Jainam M. Kothari 15,732 Super User 2026 Season 1 on at

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Hello,

You can use OTT-CASH as the payment method, the sales order still goes for approval instead of releasing automatically.

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Valentin Castravet 32,152 Super User 2026 Season 1 on at

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Hope this helps as well - Mastering Sales Credit Limits in Dynamics 365 Business Central - Dynamics 365 Business Central Insights

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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