Sales Order Credit Limit Approval Workflow is triggering for all customer

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Posted on by TanmayTunveer

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

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Dynamics 365 Business Central

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DAnny3211 11,391 on at

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RE: Sales Order Credit Limit Approval Workflow is triggering for all customer

hi

look this

www.youtube.com/watch

DAniele

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Mohana Yadav 60,985 Super User 2025 Season 2 on at

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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?

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TanmayTunveer 60 on at

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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

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TanmayTunveer 60 on at

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RE: Sales Order Credit Limit Approval Workflow is triggering for all customer

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

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Mohana Yadav 60,985 Super User 2025 Season 2 on at

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RE: Sales Order Credit Limit Approval Workflow is triggering for all customer

can you try with the below responses?

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TanmayTunveer 60 on at

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RE: Sales Order Credit Limit Approval Workflow is triggering for all customer

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

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

Though I have enable the WF prior that

Any suggestions

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Javier santiago Fro... 13 on at

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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.

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