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Sales Quote Workflows with line discount would affect approval user set up

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Posted on by BT-27101123-0

Hello Folks,

I want to make a workflow to trigger normal approval cycle with approval user set up is Direct approval, however i want to trigger the sales quote if it include a discount with more than 20 % to request the approval through Approver Chain which added to the sale manager to approve is it applicable or would it be most likely managed through custom workflow.

your prompt response is truly appreciated.

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YUN ZHU 99,086 Super User 2026 Season 1 on at

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Hi, If the user is an Approval Administrator, this cannot be done. The approval will be completed at the same time when he submits the document.

If not, you can set up filters in Workflow. But please note that this can only set the fields in the Sales Header table.

For example,

Hope this helps.

Thanks.

ZHU

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Sohail Ahmed 11,169 Super User 2026 Season 1 on at

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Standard workflows can’t trigger on line discount %, only on totals or amounts. To send quotes with >20% discount through a manager approval chain, you’ll need a custom workflow extension.

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Nandini Barad 28 on at

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Routing approvals differently based on discount % is best managed through a custom workflow or conditional approval process. Standard direct approval setups typically don’t support dynamic approver chains out-of-the-box.

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Andrés Arias 5,166 Super User 2026 Season 1 on at

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Hello,

The standard would not cover it based on the line filters, but you could develop it or do it with Power Automate.

I hope this helps.

Regards,

Andrés

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Khushbu Rajvi. 22,130 Super User 2026 Season 1 on at

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If this helps: https://learn.microsoft.com/en-us/dynamics365/business-central/across-how-to-set-up-approval-users

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Sumit Singh 11,757 Super User 2026 Season 1 on at

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Hi,

You can trigger a custom approval chain based on conditions like discount > 20%, but this requires custom workflow logic. The standard workflow engine supports conditional approvals, but not dynamic routing based on field values like discount thresholds without customization.

You can try:-

Use workflow conditions to check if the discount exceeds 20%.

Set Approver Limit Type to Approver Chain in the workflow response.

Customize the workflow to route through the Sales Manager or other approvers based on discount logic.

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Jeffrey Bulanadi 9,112 Super User 2026 Season 1 on at

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Hi,

Your scenario is a classic case where standard approval workflows in BC need a bit of augmentation to meet nuanced business logic. Out of the box, BC’s workflow engine supports document-level triggers and direct approval routing, but it doesn’t natively support conditional routing based on line-level discount thresholds.

To implement your requirement where quotes with discounts over 20% trigger an Approver Chain involving the sales manager you’ll need a custom workflow extension. Here’s how you can approach it:

Option 1: AL-Based Custom Workflow Logic

Expose the Discount Field: Extend the workflow condition engine to include the Line Discount % field from the Sales Line table.

Custom Conditions: Subscribe to OnAddSalesQuoteApprovalConditions and inject logic that checks if any line exceeds the 20% threshold.

Dynamic Routing: Use a codeunit to evaluate the discount and route the approval request to either the direct approver or the sales manager chain.

Approval User Setup: Maintain both direct approvers and chain approvers in the Approval User Setup table, and switch dynamically based on discount logic.

Option 2: Power Automate Integration

Trigger on Quote Creation or Modification

Evaluate Line Discounts via API or OData

Conditional Routing: If any line exceeds 20%, route to the sales manager chain; otherwise, proceed with direct approval

Flexible Notifications: Send adaptive cards or email approvals with context-rich data

Additional Notes

You may also consider using a custom dimension like “Discount Level” to simplify filtering and routing logic.

Ensure that your workflow extension respects the Approval Entry and Approval Request Entry tables for traceability and audit.

Helpful references:
Create a Custom Approval Workflow in D365 BC
How To Setup Approval Workflows In BC – BC Geek
Sales Line Discounts in BC
Set up prices and discounts – Microsoft Learn

If you find this helpful, feel free to mark this as the suggested or verified answer.

Cheers
Jeffrey

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