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Hello!
I put a condition at Sales order credit limit approval workflow to check balance due lcy that is at customer table,
the field is "Amount overdue" I have give the value of balance due lcy(I checked with debug and it gets the values)
I want when i click "Send request to approval"(to sales order page) to not relasese if balance due is >0.
It looks like you have created a new field in the sales header named "Amount overdue".
This new field gets the Amount overdue from the customer and stamps it on the sales header.
I see a couple of problems with this design:
1. When do you update the field value in the sales header?
If you update on release, your workflow will never start because the value of the field will always be 0 before the release.
2. You can create a sales order when the customer overdue amount is 0 and the approval will not start but, if the amount overdue changes before you ship or invoice the workflow will be pointless because a released order is not subject to approval.
One solution would be to update the new field when you create the sales header. Yet, you will need to find a way to handle changes in the customer balance after the order is approved and released.
Personally, I would use a Power Automate approval workflow and use customer overdue balance as a variable instead of trying to extend a BC workflow.
Hi, is this field (Amount Overdue) a custom field? I think its value is equal to or less than 0 on the order, so Workflow is not working. Please confirm the value of this field on the order first.
Hope this helps.
Thanks.
ZHU
Hi, I don't want to work when all the conditions are met, but it doesn't work with anyone of them. I mean this filter before used to work now isn't working, do u have any idea how I can do thiss?
So your filter looks correct. When you enable your workflow, it will require every sales order to be approved. They will automatically approve if the Amount Overdue is 0. It is important that you still have approver chain or approval groups setup for the automatic approval.
What is happening when you Request approval. You have to manually request approval to get the order to more to pending approval and then to release.
Hi,
Refer the below link
https://learn.microsoft.com/en-us/dynamics365/business-central/across-workflow
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Amit Sharma
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