How to hold sales order in dynamics 365?

Sometimes, customers need to put sale order on hold for many reasons like credit limit issue, the extra discount from the sales manager, special prices ...etc

Dynamic 365 implement this requirement as a standard functionality

 SETUP 

  1-Go to Sales and marketing/Setup/Sales orders/Order hold codes


create your codes for on hold 

 just assign hold code and assign description for this code 


you can assign code as default for the new sales order by enabling default for sales order checkbox

 also, you can remove reservation from inventory if sales order put on hold 

 you can assign a security role for the exclusive use of an order hold code.

  2-Accounts receivable/Setup/Accounts receivable parameter:

you can set up background clour and notes for on hold sales order 

Transaction 


  1-Go To Accounts receivable/orders/All sales orders

you can put sales order on hold as the below

 select your sales order and go to sales order tab, click order holds in function tab


click new to select hold code


also, assign you notes 

now sales order on hold and cannot proceed


you can find more inquiries for hold orders

 2-Go To Sales and marketing/Sales orders/open order/Order hold.

you can see all order holds with more details like hold user id and  days on hold..etc

you can clear hold only by click clear hold or clear hold and modify to modify the sales order 

 also, you can clear and submit if you have permission on this hold code 

 If multiple users will working with orders on hold, using the checkout feature will ensure that only one person is updating information at a time.

Comments

Post a Comment

Popular posts from this blog

How to delegate workflow in dynamics 365?

Image
Workflow delegation with the same functionality in AX 2012 If you plan to be out of the office or otherwise unavailable to act on work items, you can delegate, or reassign, your work items to other users. you can setup  Workflow delegation for the user per module, workflow or all work items  Go to system administration/users /users and select a specific user and click user option, and go to workflow tab  you have three scopes to apply delegation  1- all:: you can delegate all work items to another  user  for a specific period  Delegate field, select the user to delegate the work items  you can enable or disable rule as you need. 2-Module::  Delegate only the work items that are related to a specific type of workflow you must select  the type of workflow as the below  3-workflow:: you can delegate  work items for  a specific  workflo...
Read more

How to setup and print notes in sales order confirmation ?

Image
Many customers need to print fixed and variables notes in sales order confirmation. Dynamics  365 implement this functionality without any customization or coding. So  If you have standard notes that you want to include in every document. if you have special notes for special orders or,  if you have social notes for special order lines. you can do all that with standard functionality. A-Setup 1-go to accounts receivable  /setup/forms/form  setup 2-open form setup and click confirmation tab From the drop down box for the  Include documents on sheets  field select the locations that you would like the notes to display on. 3- set include document of type to note  taking in your consideration the setup of note as the below  4-set up standard note  go to accounts receivable  /setup/forms/form  notes select form sales order confirmation , select language and ...
Read more

How to assign organization for user role in dynamics 365?

Image
In dynamics 365, you can grant or revoke user role from an organization many times, customer need the user to access organization A only or A& B,...etc Go to system administration/users /users and select user to edit a user, just click on user id select the role that you need to assign organization and click assign organizations  you can access grant access all organization by click Grant access to all organizations or grant access to specific organization individually  by choosing one of the organization hierarchy   or Grant with children  on organization hierarchy   you can revoke access by click revoke  Thanks.
Read more