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issue with workflow

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Posted on by peter fun

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There is a customer, for example, Customer A, whose payment method is COD, prepayment is 100%, and credit limit is 0. When we create a sales order for this customer, as per the sales credit limit exceed workflow, when the user creates the sales order and sends the approval request, the system should set the status to “Pending Prepayment”, which is working correctly for other customers but not for Customer A it sets the status to Released.

There is no condition in the workflow that would prevent it from running for this specific customer A. Interestingly, when we enter 1 in the Credit Limit field on the customer card, the workflow runs as expected.

Please guide me how to resolve this issue ??

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Dynamics 365 Business Central

Dynamics 365 Business Central migration

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OussamaSabbouh 4,242 on at

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issue with workflow

Hello,

Credit Limit = 0 means “no credit check” in BC, so the credit-limit workflow will never trigger.

Set the customer’s Credit Limit to 1 (or any positive value) and the workflow will run normally.

Regards,

Oussama Sabbouh

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Aman Kakkar 2,089 on at

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issue with workflow

Hi,

I may be wrong, but I guess when Credit Limit = 0, Business Central interprets it as: “This customer has unlimited credit.”

Because of this, Credit limit check does not trigger.

Hope this helps.

Aman K

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YUN ZHU 95,075 Super User 2025 Season 2 on at

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issue with workflow

This appears to be the standard behavior of the standard Workflow Response below; if the Credit Limit is empty, it will not be checked.

Thanks

ZHU

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CU27112356-0 8 on at

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issue with workflow

Set the customer’s Credit Limit to any positive value is the solution as this would ensure that there is a limit and event us triggered.

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Jainam M. Kothari 15,608 Super User 2025 Season 2 on at

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issue with workflow

Hello,

The issue occurs because Business Central interprets a Credit Limit of 0 as “no credit check”, so the credit limit exceed workflow doesn’t trigger. When you set it to 1, the system sees an actual limit and runs the workflow correctly.

To fix this, update the workflow condition to include customers with Credit Limit = 0 and Prepayment % = 100, or add a custom flag for COD customers, or use an AL event subscriber to override the status logic for these cases.

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