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  • WilliamCornish
    Welcome Aboard!
    10:07
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    MSai, KoeRRR and CODEFISH joined.
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    2022-06-30
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    bayou joined.
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    2022-06-23
  • choni
    Hi laulas, did you find the EURO Conversion tool eventually?

    Thanks in advance,
    2022-06-21
  • Imadpops
    Hello Sir,
    I have the report 1316 Standard Statement in BC "Customer Statement" and I want it to show only open entries. I read that you did that so could you please tell me the way. Thank you much much!
    2022-05-19
  • HyB_Br33D
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    2022-06-16
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    2022-06-15
  • MBClarke
    Hi Aluan,

    Hope you are well. I thought I would reach out to you again for workflow questions.

    One of my clients wants to run a Sales Order workflow that checks for a credit limit check and then to see if they have an overdue balance.

    Do you have any idea how to do this? They also have exceptions that should skip the approval process, a few Bill-to customers that should skip this all.

    We have the basic credit limit one setup, with the exceptions set in the first step as <> for Bill to, but it seems to ignore that.

    SO in the Approval of a sales document is requested, the only filter change was to a Bill-to customer number, as <>4|<>76

    Thanks for your assistance.

    Malcolm
    2022-06-06
    • Aluan
      Aluan
      Hello MBClarke,
      if i get time i can send you an example, but it can take a few days. :neutral:
    • Aluan
      Aluan
      Ah i got a few minutes,
      i checked it here, it seems to be working fine. Can you please share what u got so far?
      The filter isn't ignored here.
    • MBClarke
      MBClarke
      Hi Aluan,

      This is what was setup:

      Thanks
    • MBClarke
      MBClarke
      Did the image attach?
    • Aluan
      Aluan
      Sadly not, feel free to send a link to the image, or a direct message. :)
    • MBClarke
      MBClarke
      For some odd reason my screen shots won't copy to the comment. How do I send you a direct message?
    • MBClarke
      MBClarke
      I'm more interested in a workflow for customers that have overdue balances. Not sure if it is possible or not. Thanks for all your assistance.
    • Aluan
      Aluan
      I did send you a message.
  • Virtualred
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    2022-06-08
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  • Alicehodge
    Alice Hodge is an expert in the fields of blockchain, NFTs, Cryptocurrencies, and fintech; working as a writer, business analyst, and editor for Clarisco Solutions, a blockchain development company that specializes in NFT marketplace development.
    2022-05-27
  • Alicehodge
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    2022-05-26
  • qixasgroup
    Qixas.com is a Microsoft Dynamics CRM Gold Partner specializing in Dynamics CRM business solutions for small and medium-sized businesses. We have the expertise to help grow your business with the appropriate solution for you. Discover our website for more details.

    microsoft dynamics crm
    2022-05-25
  • qixasgroup
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  • ecommerceintegration
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    2022-05-24
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    2022-05-20
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    2022-05-19
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    2022-05-18
  • StarvingForLearn
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    2022-05-16
  • dynamicssquareuk
    John Smith is a Marketing Manager for an UK & USA leading Microsoft Dynamics Partner, Dynamics Square. The company help enterprises seamlessly manage, and drive their operations with Microsoft Dynamics 365 Business Central, Power BI Services, Dynamics 365 Finance, Supply Chain, D365 Sales, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Power Apps, and Microsoft Dynamics GP.
    2022-05-13
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    2022-05-12
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    2022-05-10
  • RiccetyCricket
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