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Sales blocking rules for order updates and risk management in Microsoft Dynamics 365 Finance and Operations

Rahul Mohta Profile Picture Rahul Mohta 21,032

Sales blocking rules for order updates and risk management in Microsoft Dynamics 365 Finance and Operations

Total 9 Blocking Rules- if one of the blocking rules gets activated, then the Sales order goes into a queue for review

 

Setup of rules

 pastedimage1601635276477v1.png

 

 

Setup for activation

 pastedimage1601635283693v2.png

 

Once activated, upon processing SO updates it gets reviewed based on rules

 pastedimage1601635289839v3.png

 

On SO header once see the hold details

 pastedimage1601635295669v4.png

 

Release of hold

 

 pastedimage1601635303369v5.png

 

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