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Workflow control

Posted on by Microsoft Employee

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.

Screenshot-_2800_11_2900_.jpg

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  • Suggested answer
    Alfredo_Iorio Profile Picture
    Alfredo_Iorio 1,260 on at
    RE: Workflow control

    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.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 69,510 Super User 2024 Season 2 on at
    RE: Workflow control

    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.

    pastedimage1664787147482v1.png

    pastedimage1664787159327v2.png

    Hope this helps.

    Thanks.

    ZHU

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Workflow control

    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?

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 69,510 Super User 2024 Season 2 on at
    RE: Workflow control

    Hi, this doesn't seem to be okay. Only when all the conditions you set are met, the Workflow will be initiated.
    Is there any problem?

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 11,423 User Group Leader on at
    RE: Workflow control

    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.

  • Suggested answer
    Amit Baru Profile Picture
    Amit Baru 3,025 on at
    RE: Workflow control

    Hi,

    Refer the below link

    https://learn.microsoft.com/en-us/dynamics365/business-central/across-workflow

    Regards

    Amit Sharma

    www.erpconsultors.com

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