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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / workflow on sales order
Finance | Project Operations, Human Resources, ...
Suggested answer

workflow on sales order

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Posted on by mohammed.mqi 2,016

Greetings
I am a newbie in the workflow I want to apply to sales orders
If the amount more then credit limit

4628.pict.JPG


can not submit until approval

  • mohammed.mqi Profile Picture
    mohammed.mqi 2,016 on at
    RE: workflow on sales order

    how to solve this error

  • mohammed.mqi Profile Picture
    mohammed.mqi 2,016 on at
    RE: workflow on sales order

    thanks all for replay 

    i get that now when i try to create customize workflow ax2012 close directly after i enter wizard type workflow 

    pastedimage1570102801296v1.png

    so i check event viewers

    Application: Ax32.exe
Framework Version: v4.0.30319
Description: The process was terminated due to an unhandled exception.
Exception Info: Microsoft.Dynamics.AX.ManagedInterop.ErrorException
   at Microsoft.Dynamics.AX.ManagedInterop.RuntimeContext.CallStaticClassMethodWithReturnType(System.String, System.String, System.Type, System.Object[])
   at Microsoft.Dynamics.AX.ManagedInterop.RuntimeContext.CallStaticClassMethod(System.String, System.String, System.Object)
   at Microsoft.Dynamics.AX.Xpp.WorkflowWizardProvider.GetSaveGlobally(System.String)
   at Microsoft.Dynamics.AX.Framework.Workflow.Metadata.Wizard.AXWizardService.MakeValid(Boolean)
   at Microsoft.Dynamics.AX.Framework.Workflow.Metadata.Wizard.InputPageViewModel.CompileNode()
   at Microsoft.Dynamics.AX.Framework.Workflow.Metadata.Wizard.WizardViewModel.GoNext()
   at Microsoft.Dynamics.AX.Framework.Workflow.Metadata.Wizard.WizardViewModel.b__4(System.Object)
   at Microsoft.Dynamics.AX.Framework.Workflow.Metadata.Wizard.RelayCommand.Execute(System.Object)
   at MS.Internal.Commands.CommandHelpers.CriticalExecuteCommandSource(System.Windows.Input.ICommandSource, Boolean)
   at System.Windows.Controls.Primitives.ButtonBase.OnClick()
   at System.Windows.Controls.Button.OnClick()
   at System.Windows.Controls.Primitives.ButtonBase.OnAccessKey(System.Windows.Input.AccessKeyEventArgs)
   at System.Windows.Input.AccessKeyManager.ProcessKey(System.Collections.Generic.List`1, System.String, Boolean, Boolean)
   at System.Windows.Input.AccessKeyManager.ProcessKeyForSender(System.Object, System.String, Boolean, Boolean)
   at System.Windows.Input.AccessKeyManager.OnKeyDown(System.Windows.Input.KeyEventArgs)
   at System.Windows.Input.AccessKeyManager.PostProcessInput(System.Object, System.Windows.Input.ProcessInputEventArgs)
   at System.Windows.Input.InputManager.RaiseProcessInputEventHandlers(System.Windows.Input.ProcessInputEventHandler, System.Windows.Input.ProcessInputEventArgs)
   at System.Windows.Input.InputManager.ProcessStagingArea()
   at System.Windows.Input.InputManager.ProcessInput(System.Windows.Input.InputEventArgs)
   at System.Windows.Input.InputProviderSite.ReportInput(System.Windows.Input.InputReport)
   at System.Windows.Interop.HwndKeyboardInputProvider.ReportInput(IntPtr, System.Windows.Input.InputMode, Int32, System.Windows.Input.RawKeyboardActions, Int32, Boolean, Boolean, Int32)
   at System.Windows.Interop.HwndKeyboardInputProvider.ProcessKeyAction(System.Windows.Interop.MSG ByRef, Boolean ByRef)
   at System.Windows.Interop.HwndKeyboardInputProvider.FilterMessage(IntPtr, MS.Internal.Interop.WindowMessage, IntPtr, IntPtr, Boolean ByRef)
   at System.Windows.Interop.HwndSource.InputFilterMessage(IntPtr, Int32, IntPtr, IntPtr, Boolean ByRef)
   at MS.Win32.HwndWrapper.WndProc(IntPtr, Int32, IntPtr, IntPtr, Boolean ByRef)
   at MS.Win32.HwndSubclass.DispatcherCallbackOperation(System.Object)
   at System.Windows.Threading.ExceptionWrapper.InternalRealCall(System.Delegate, System.Object, Int32)
   at System.Windows.Threading.ExceptionWrapper.TryCatchWhen(System.Object, System.Delegate, System.Object, Int32, System.Delegate)
   at System.Windows.Threading.Dispatcher.LegacyInvokeImpl(System.Windows.Threading.DispatcherPriority, System.TimeSpan, System.Delegate, System.Object, Int32)
   at MS.Win32.HwndSubclass.SubclassWndProc(IntPtr, Int32, IntPtr, IntPtr)
   at ._wWinMainCRTStartup()



    An unexpected error has occurred.


No .NET Business Connector session could be found.

Microsoft.Dynamics.Framework.BusinessConnector.Session.Exceptions.NoKernelSessionException
   at Microsoft.Dynamics.Framework.BusinessConnector.Session.DynamicsSession.get_AxaptaAdapter()
   at Microsoft.Dynamics.Framework.Portal.CommonControls.VendProfileAccountHelper.IsVendor(ISession session)
   at Microsoft.Dynamics.Framework.Portal.CommonControls.VendAccountChooser.get_VendorAccountCollection()

    and i can't Create workflow type

  • Suggested answer
    Satish Panwar Profile Picture
    Satish Panwar 14,645 on at
    RE: workflow on sales order

    Hi Mohammed,

    At AR parameters, on credit rating tab, you will see option "Credit limit type", set that to appropriate value i.e. Balance. Set message when exceeding while credit limit to "Error" or "Warning". If you want order to not get processed, set to error. Set check credit limit on 'Sales order' to 'Yes'.

    Then go to customer, setup credit limit of e..g 1000. Then create an order where order value is < 1000. Try to process order and you will get that error.

    Thanks,

    Satish Panwar

    Please help verify answer(s) if they guide you in right direction so other community members can also benefit from your question with verified answer.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: workflow on sales order

    Hello mohammed,

    D365Fo has a standard workflow for credit limit changes.

    Not sure if you can upgrade to D365Fo but you might at least have a look at this new version to see what adjustment might be needed to implement something similar in AX2012.

    Please see e.g. https://docs.microsoft.com/en-us/dynamics365/finance/accounts-receivable/customer-workflow

    Best regards,

    Ludwig

  • Suggested answer
    SouravDam Profile Picture
    SouravDam 11,721 on at
    RE: workflow on sales order

    Hi mohammed,

    There is no workflow available for sales order in Dynamics AX. You may need to create a custom workflow for this.

    This is already discussed in this forum before. You can refer to below link.

    https://community.dynamics.com/ax/f/microsoft-dynamics-ax-forum/157251/how-to-create-sales-order-workflow

    Best regards,
    Sourav Dam

    Please take time to click 'Yes' against the answers that help you guide in right direction to help other community members.

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