Overview
The Update Record on ERP action keeps your Business Central system in sync. Whenever a workflow runs, selected fields in Business Central can be updated automatically saving time and ensuring your accounting data always reflects your collection activities.
What You’ll Need
Before you can use this action, make sure:
Active Business Central integration - You have an active Business Central integration connected in Kolleno
Filed Value - You know the exact field names in Business Central that you want to update (e.g.,
creditLimit,displayName)Workflow Level - Your workflow is set to the correct level (Customer or Invoice)
How It Works
Choose Business Central as your ERP system when setting up the action.
Enter the field name you want to update (must match the Business Central field exactly).
Set the field value you want applied (can include workflow variables).
Kolleno automatically applies the update to the correct record based on your workflow level:
Customer workflows → update customer records
Invoice workflows → update invoice records
What You Can Update
Customer Records (Customer-level workflows)
Customer details: name, contact information, address
Financial settings: credit limits, payment terms
Contact preferences and communication notes
Any custom fields you’ve created for customers
Invoice Records (Invoice-level workflows)
Invoice status and payment information
Collection notes and internal comments
Follow-up dates and reminders
Collection stage indicators
Any custom fields you’ve added to invoices
Need Help?
If you need help finding the correct field names or setting up your Business Central integration, contact your customer success manager.