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Workaround to full fill the workflow for Sales order to sales invoice

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Posted on by NR-09050605-0

Dear Experts,

As I know that there is no Workflow for SO to Invoice in D365fo.

Could you please guide the Workaround to full fill the workflow for Sales order to sales invoice.

Thanks & Regards,

Narasimha J.

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Dynamics 365 Finance

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André Arnaud de Cal... 299,751 Super User 2025 Season 2 on at

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Workaround to full fill the workflow for Sales order to sales invoice

Hi Narasimha,

There are several blogs online with guides how to create a workflow. Next to the workflow, you need to think about validations when updating the sales order and having the approval in a specific state. E.g. not allow for changes when approved or not being able to send a confirmation or deliver the goods when it is not approved.

Example: Custom workflow development in the Dynamics 365 Finance and Operations using x++ code

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CA Neeraj Kumar 4,902 on at

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Workaround to full fill the workflow for Sales order to sales invoice

Hi Narashima,

There is one workaround that we had implemented and client accepted it

There is a workflow in credit collection management in case the sales order goes on hold due to credit limit or any blocking rule.

So, by setting up blocking rule with proper condition, you can trigger each or required sales order to hold and credit management workflow will be triggered, this way approvals can be handled.

Regards,

Neeraj

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NR-09050605-0 24 on at

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Workaround to full fill the workflow for Sales order to sales invoice

Dear Neeraj,

Can you please share the configuration and process steps document. I would like to validate.

There is a workflow in credit collection management in case the sales order goes on hold due to credit limit or any blocking rule.

How to create a blocking rule when the status is changed to Delivered. Then it needs to go to authorized user to approve and create invoice.

Thanks & Regards,

Narasimha J.

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