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Workflow Block Approval for Customers Over Credit Limit

edited Jun 2, 2025 2:23PM in Ask A Guru 4 comments

I cannot seem to get this workflow to work properly.

Before, we would set new customers to an introductory credit limit and had our preference set to Enforce Hold if they attempted to place a large order or many orders in a row.

Now, we want to change policy to allow the order to be saved but not approved. So Warn Only at the preference level and then a workflow to remove Approve button.

I cannot suppress the Approve Button for customers whose total AR balance (unbilled orders + balance) exceeds their credit limit. The workflow either ALWAYS removes the button or NEVER removes the button.

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