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Sales Quote Approval

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Posted on by Niki

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Hi Experts,

I have a customised field call " Margin" in my sales quote lines. I need to setup a workflow , If the margin>15%, it should send for approval. And margin>10% it should go for approvar 1 or if margin>5%, that sales quote should be approved by approver 2.

How can I setup above scenario using standard sales quote approval workflow in dynamic 365 business central.

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Dynamics 365 Business Central

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Mohamed Amine Mahmoudi 26,803 Super User 2026 Season 1 on at

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Hi @Niki,

You will have to make a customization if you want this functionality or use Power Automate.

Best regards,

Mohamed Amine MAHMOUDI

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YUN ZHU 99,978 Super User 2026 Season 1 on at

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Hi, You can create multiple workflows for Sales Quote and set different conditions, which does not require customization.

For example,

Hope this helps.

Thanks.

ZHU

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Andrés Arias 5,168 Super User 2026 Season 1 on at

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Hello,

You should create as many flows as you have conditions, i.e. one flow for >15, another for >10 and so on. It is important that this is set up as filters within the flow so that it can be triggered correctly.

By having a field created, you should also be able to select it within the filter.

I hope you can help.

Regards,

Andres

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Ramesh Kumar 7,547 Super User 2026 Season 1 on at

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Hi Nikki,

As everyone suggest 2 options

1. Expose the Custom Field to Workflow Since “Margin” is a custom field, you need to make it available for workflow conditions:

[EventSubscriber(ObjectType::Codeunit, Codeunit::"Workflow Setup", 'OnAddSalesQuoteApprovalConditions', '', false, false)]
local procedure AddMarginConditionToWorkflow(WorkflowStepArgument: Record "Workflow Step Argument")
begin
WorkflowStepArgument.AddField(
Database::"Sales Line",
FieldNo("Your Custom Margin Field"),
"Your Custom Margin Field");
end;

2. Using Power Automate with BC connector

I prefer using Power automate to keep simple

Thanks

Ramesh

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Kamal Khakhkhar 3,341 on at

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Hii there, as per @YUN ZHU suggested,

you can add conditions as per your requirement you can create workflow as per using template,

if you found answer, Mark it answered.

Thank You.

Kamal Khakhkhar.

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Mansi Soni 8,981 Super User 2026 Season 1 on at

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Hello @Niki,

You can first try setting up the workflow conditions using your custom field (Margin) by exposing it through conditions. If that doesn’t fully meet your requirement such as routing approvals to different approvers based on varying margin thresholds you can implement a customization to handle the conditional approval logic more effectively.

Hope this answer will help you as well!

Regards,
Mansi Soni

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Jun Wang 8,212 Moderator on at

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You could also create a dimension: Margin, then create values like greater than 10%, greater than 15% etc., then you could use the out of box to set up condition of the quote workflow. This might be simpler to implement.

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Jainam M. Kothari 15,835 Super User 2026 Season 1 on at

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Hello,

you'll need a custom workflow since the standard approval workflows don't support complex conditional logic.

This involves creating a custom workflow event that triggers on quote creation or modification, adding logic to evaluate the margin thresholds (e.g., >15% for general approval, >10% for Approver 1, >5% for Approver 2), and configuring workflow responses to route the quote to the correct approver.

You can use workflow user groups to manage approvers and may need AL development to implement the margin-based conditions.

May this can help : https://learn.microsoft.com/en-us/dynamics365/business-central/across-use-workflows

https://www.mercuriusit.com/create-a-custom-approval-workflow-in-d365-business-central/

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RockwithNav 9,081 Super User 2026 Season 1 on at

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Lot of good suggestions we already have here, so only I thing I will add is , whatsoever manipulation or tweak you can do to achieve this via standard functionality is the best before you land on to doing customizations.

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Jeffrey Bulanadi 9,114 Super User 2026 Season 1 on at

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Hi Niki,

Standard approval workflow in BC doesn’t support multi-tiered conditional logic out of the box, especially when based on a custom field like “Margin.”

Here’s what you can do to implement your scenario:

First, expose the custom “Margin” field to the workflow engine. This requires a small AL customization:

Subscribe to the OnAddSalesQuoteApprovalConditions event in the Workflow Setup codeunit

Add your custom field from the Sales Line table to the workflow condition list

This makes it available for filtering in workflow steps

Next, create multiple workflows with different conditions:

One workflow for Margin > 15%

Another for Margin > 10%

A third for Margin > 5%

Each workflow should route to a different approver or approval user group

If you need more flexibility, consider using Power Automate:

Trigger the flow when a Sales Quote is created or modified

Read the Margin value and apply conditional logic

Route the approval request to the correct approver based on thresholds

You can also use dimensions as a workaround:

Create a “Margin Level” dimension with values like “>15%”, “>10%”, “>5%”

Assign the dimension based on the calculated margin

Use standard workflow filters on the dimension value

Helpful references:

Use Approval Workflows – Microsoft Docs
Create a Custom Approval Workflow – Mercurius IT
Approval Workflow Guide – BC Geek
Power Automate with BC – Enavate Blog

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

Cheers
Jeffrey

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