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We are facing a situation with our customer. solution implemented is D365 F&O including Retail (CPOS) & Trickle feed-based posting to separate transactional/financial operations
for some of the cash&carry transactions (with customer specified on, not the cash&carry transaction with the generic customer), in the posting process, the customer wish instead of creating an invoice, to create a packing slip and let them in the state "Delivered" until the last day of the month (we have a monthly batch that invoice all packing slips, the invoice date is the last day of the month and the invoices are arranged differently according to the customer setup)
We had proposed the standard process (creating a SO in CPOS and using the pick/pack process to reach the "delivered" state), but it's take too much steps and after creating the SO in CPOS, the user should recall the order to do picking process... take too much time
My question is, there is a way to do that without extending the retail statement posting process (creating packing slip instead of invoice)? if it's not possible, how can we extend this process without rewriting all the retail statement posting code ?
thanks a lot for your help :)
It looks like a customization requisition, would you please share what Dynamics 365 version you're using to me, and I could try to find some similar cases for you, thanks.
thanks a lot for your response, we are using 10.0.17 (10.0.761.10019) with update 41, can you plz tell me if it's a heavy customization or there is a way to do it without recording all the process, the only extension entry that i found is to add / modify fields in sales order header/lines in the statement check/posting process
May I know have you tried to define the workflow for common transaction order and financial operations orders? If you think the standard processes in CPOS take long time, you can use this to make back office employees to be able to ship sales orders without approval, or when they want to invoice the order then asked for approval. You could try to define the workflow as below:
Sales Invoice > Get Shipment Lines > Send to Approval.
Workflow will be trigger when trying to post the Sales Invoice without approval. If there's no restriction for two different kinds of order, you would need to consider the customized.
Hope this could help you.
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