Skip to main content

Notifications

Small and medium business | Business Central, N...
Suggested answer

Problem with credit limit workflow (the restriction was imposed by the ...)

Posted on by

Hi everyone,

We use the sales credit limit workflow with Microsoft's default setup. We just have slightly different startup conditions.

Now we have several sales orders that have been rejected. The status is then open again. Actually the Sales Orders should then be revised (e.g. other payment condition) and then a new approval request should be sent.

Unfortunately this does not work. The following message appears:

Creditlimit_5F00_03_5F00_e.png

(Genehmigungsworkflow Verkaufsauf... = Approval Workflow Sales Credit Limit)

The following approval entries exist:

Creditlimit_5F00_04_5F00_e.png

The approval factbox of the sales orders says the following:

How can I solve this problem?

Many thanks in advance

Used System: BC20 onPrem

  • Suggested answer
    Problem with credit limit workflow (the restriction was imposed by the ...)
    Hello Everyone, I need you help with this problem.
    Sales Order Credit Limit Approval Workflow is triggering for all sales order  in business central. 
    Please can you help me?
     
    I try to understand your recomendations but I couldn´t do it.
     
    Please, may you sent me a picture of the NEW  steps of that workflow?
     
     
    Or please where did you add the responses?
     
     
     
    I will appreciate you help, because I have hours and hours and i think that you can do it. 
     
    Best Regards, 
     
    Javier Santiago from Argentina 
  • RE: Problem with credit limit workflow (the restriction was imposed by the ...)

    Thank you a lot!

    I have now added the removal of the restriction at the beginning when the approval is sent and in the step when the approval is rejected. With this settng, I was able to solve the case.

    I hope that with this twice removal of restrictions I will not run into problems when other constellations occur.

  • Suggested answer
    KasparsSemjonovs Profile Picture
    KasparsSemjonovs 3,907 Super User 2024 Season 2 on at
    RE: Problem with credit limit workflow (the restriction was imposed by the ...)

    Check the workflow MS-SOCLAPW-01.. most probably You add a restriction to the order once it is sent for approval, but in case it is rejected, the restriction is not taken off. You would need to add the restriction removal in one of the steps.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Complete!

🔔 Be sure to subscribe to the new forums you are interested in to stay up to date! 🔔

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,113 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,918 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans