Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Sales Order Credit Li...
Small and medium business | Business Central, N...
Suggested answer

Sales Order Credit Limit Approval Workflow

(1) ShareShare
ReportReport
Posted on by AS-21061352-0 4
Hi all,
is it possible to setup as approver two  different users than can appove alternatively the request of approval?
 
Sales order over credit limit :
sent a request
User A and user B have both the possibility to approve the order
 
I've tried with the Workflow user group but the approval is required for  the users of the group , any idea?
 
Many thanks
Alessandro 
Categories:
Business Central
Business Central
Business Central
Business Central
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,565 Super User 2024 Season 2 on at
    Sales Order Credit Limit Approval Workflow
    Hi, or you can try Power Automate, which is more flexible than standard Workflow.
     
     
    Thanks.
    ZHU
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 24,793 Super User 2024 Season 2 on at
    Sales Order Credit Limit Approval Workflow
    Your workflow  user group needs to have the two user's setup both with Sequence No. 1:
     
     
    And then in the Workflow Steps the row for the approval needs to have the condition Pending Approvals: 1
     
     
  • Suggested answer
    Saurav.Dhyani Profile Picture
    Saurav.Dhyani 17,965 Super User 2024 Season 2 on at
    Sales Order Credit Limit Approval Workflow
    Hi Alessandro,
     
    This video explains how to use Approval User Group to achieve what you wanted.
     
     
    Regards,
    Saurav Dhyani

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans