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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Sales Order Credit Lim...
Small and medium business | Business Central, N...
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Sales Order Credit Limit Approval Workflow is triggering for all customer

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Posted on by TanmayTunveer 60

I am struggling to configure the Sales Order Credit Limit WF from template but its not releasing the document which customer is not exceeding its credit limit. 

Please help how to accomplish it. 

Regards

Tanmay

Categories:
Business Central
  • Suggested answer
    Javier santiago From Argentina Profile Picture
    Javier santiago Fro... 11 on at
    Sales Order Credit Limit Approval Workflow is triggering for all customer
    Hi Tammay, Mohana or any helper. 
     
     
    I could read all of your answers on all posts that you did, but I have not gotten the solution of this workflow. 
     
     
    If you have the correct flow or steps or responses, Please, may you help me with this problem
     
    I will be happy because I have been spending a lot time on this. 
     
    Thank you. 
  • TanmayTunveer Profile Picture
    TanmayTunveer 60 on at
    RE: Sales Order Credit Limit Approval Workflow is triggering for all customer

    Thanks for your quick response. I have changed the response like below

    pastedimage1681108841454v1.png

    But now its showing below message when clicking "request for Approval" ... 

    pastedimage1681108929111v2.png

    Though I have enable the WF prior that 

    Any suggestions 

  • Suggested answer
    Mohana Yadav Profile Picture
    Mohana Yadav 59,135 Super User 2024 Season 2 on at
    RE: Sales Order Credit Limit Approval Workflow is triggering for all customer

    can you try with the below responses?

    pastedimage1681107517739v1.png

  • TanmayTunveer Profile Picture
    TanmayTunveer 60 on at
    RE: Sales Order Credit Limit Approval Workflow is triggering for all customer

    pastedimage1681106479969v1.png

    pastedimage1681106503130v2.png

    this is action and response steps for the credit limit approval which is not exceeded 

  • TanmayTunveer Profile Picture
    TanmayTunveer 60 on at
    RE: Sales Order Credit Limit Approval Workflow is triggering for all customer

    Thanks for you quick sharing. I would like to achieve the WF from template but its failing

  • Suggested answer
    Mohana Yadav Profile Picture
    Mohana Yadav 59,135 Super User 2024 Season 2 on at
    RE: Sales Order Credit Limit Approval Workflow is triggering for all customer

    Can you share the screenshot of the workflow and responses of non exceeded credit limit?

  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 9,272 Super User 2024 Season 1 on at
    RE: Sales Order Credit Limit Approval Workflow is triggering for all customer

    hi

    look this

    www.youtube.com/watch

    DAniele

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