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Small and medium business | Business Central, N...
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Workflows

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Posted on by 8
Dear Experts,
 
I would like to take some advices from you.
 
I would like to create approval for sales order as follows:
 
Whenever sales order is created, it requires one level approval only which is to approver A. 
When customer on sales order is over credit limit, it requires two levels approvals which is to approver B in addition to approver A.
 
How do I create in standard workflows? 
Currently, I am facing the problem in creating the following two workflows in sales order simultaneously.
It worked for first three consecutive months but now sales order credit limit workflows is not working anymore.
 
Please advise.
 
//
 
//
  • Suggested answer
    Jun Wang Profile Picture
    Jun Wang 7,440 Super User 2024 Season 2 on at
    Workflows
    when you say sales credit workflow not working anymore, what is the issue? The challenge I see is that sales order doesn't care about credit limit. when approver review the sales order, he is able to see if it exceeds the credit limit or not.
     
     
  • Suggested answer
    KasparsSemjonovs Profile Picture
    KasparsSemjonovs 4,011 Super User 2024 Season 2 on at
    Workflows
    I would try to set up 2 Workflows, one for the scenario where Credit Limit is no exceeded, and other where it is exceeded.

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