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

Workflow

(5) Share

Report

Posted on by peter fun

739

I want to create a workflow for cases where a customer exceeds their credit limit. We have some customers with a 0 credit limit, which actually means they are allowed unlimited credit. For these customers, I want to set up a workflow so that whenever a sales order is created with COD (Cash on Delivery) as the payment method and the customer has a 0 credit limit, the system should require approval from an approver.

Please guide me on what the condition should be so that the workflow works correctly for customers who have a 0 credit limit and are using the COD payment method. Kindly provide the steps and the complete workflow setup so I can configure it.

Thank you.

Categories:

Dynamics 365 Business Central migration

Dynamics 365 Business Central

I have the same question (0)

All responses (4)

Answers (0)

Suggested answer

OussamaSabbouh 12,808 Super User 2026 Season 1 on at

Like (1)

Report
Copy link

Link copied!

Hello,

Condition:

Customer Credit Limit (LCY) = 0

Payment Method Code = COD

Effect:

Whenever a Sales Order is created with COD for a customer whose credit limit = 0 → send to approval.

Workflow steps:

1. Create workflow from Sales Order Approval template.

2. Add condition on the event:

Customer."Credit Limit (LCY)" = 0

Sales Header."Payment Method Code" = 'COD'

3. Add response: Create Approval Request

4. Enable workflow.

Regards,

Oussama Sabbouh

1 people found this reply helpful.

Was this reply helpful? Yes No
Gerardo Rentería Ga... 25,555 Most Valuable Professional on at

Like (2)

Report
Copy link

Link copied!

Same question: Workflow

Was this reply helpful? Yes No
Suggested answer

RockwithNav 8,941 Super User 2026 Season 1 on at

Like (2)

Report
Copy link

Link copied!

Dis you try anything from your side ort exploring the Workflow's??

I will request you to create one and then provision the condition's as you want.

We have some samples there as well.

Try once and then show us the screenshot and community will help you move forward.

Was this reply helpful? Yes No
Suggested answer

Jainam M. Kothari 15,732 Super User 2026 Season 1 on at

Like (1)

Report
Copy link

Link copied!

Hello,

To configure this workflow, set the condition so it triggers only when Payment Method Code = COD and Credit Limit (LCY) = 0, meaning the customer is treated as having unlimited credit but requires approval for COD orders.

In Business Central, create a new Sales Order Approval Workflow, add this condition in the approval step, and set the response to Create Approval Request for Sales Order, assigning approvers in Approval User Setup, then enable the workflow.

Was this reply helpful? Yes No