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

Workflow balance due lcy control

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Posted on by

Hello! 

When I send a sales order to request to approval Workflow need to control if the balance due lcy(customer) is >0, does anyone know how i can do this?

Thank u

I have the same question (0)
  • Suggested answer
    Chris Dsilva Profile Picture
    40 on at

    Hi,

    Yes, you can add it in the On Conditions for the sales order workflow.

  • Community Member Profile Picture
    on at

    Hi!

    How can I add that? With codeunit?

    Thank u

  • Suggested answer
    Inge M. Bruvik Profile Picture
    1,111 Moderator on at

    Are you using a BC workflow or a PowerAutomate workflow?

  • Community Member Profile Picture
    on at

    BC workflow

  • Suggested answer
    Chris Dsilva Profile Picture
    40 on at

    On your search bar in BC, type workflows, edit the sales order workflow , disable it if enabled, add the condition on the first line and enable the workflow

  • Community Member Profile Picture
    on at

    How does it know that the balance due lcy is >0 beacuse balance due lcy is a calc field in customer table not in sales header

  • Suggested answer
    Chris Dsilva Profile Picture
    40 on at

    Hi,

    It will be better you create an extension and write your code to first get the calcifield balance and then write a condition to send for approval only if the condition is satisfied else pop up a error.

  • Community Member Profile Picture
    on at

    I have done this... but the client wants to see the procedures in workflow as the credit limit

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