Test the Workflow

Perform the following steps to test the workflow by setting a credit limit and
creating a sales order.

1. In the application workspace, navigate to Accounts receivable >Common > Customers > All customers.

2. Select a customer and click Edit. 

3. In the Credit and collections fasttab, set a credit limit.

4. Close the Customers form.

5. Go to Sales and marketting > Common > Sales orders > All sales orders.

6. Click New sales order. Enter the customer account modified that
you modified the credit limit for and click ok.

7. Enter items and quantities in the sales lines so that the balance of the
customer plus the total amount on the lines is greater than the credit limit.

8. The workflow Submit button and dialog should appear.

9. Click the Submit button and enter a comment.

10. Wait for the batch job to process the workflow request. This should
take one to two minutes.

11. Select Actions > History. You will see that the document is waiting
for approval by the person you assigned to approve it.

12. Logon to windows as the Sammy using the Switch User option on the Start menu.

13. Start the Microsoft Dynamics AX client.

14. Open the Sales order form.

15. Click the workflow Actions button and select Approve.

16. Wait one to two minutes for the workflow engine to process the approval.

17. The workflow has now been approved. 

Best Regards,
Hossein Karimi