Dynamics Community Forum Thread Details

Order release

Hello all,

could you tell me how you manage your order release screen; I find at time it can get crazy with all orders pending release.

Is there a way I can set a rule as soon as an order is entered is customer is past due that the system sends a SOA to the customer informing them that their account is on credit block due to past dues.

Thanks.

Categories:

Dynamics 365 general

I think you are asking two questions:

- Managing the Order Hold Screen
It depends. I have normally create multiple views, which makes it a lot easier since you can pick the view that's relevant at the moment.
Also consider creating custom workspaces. You can check out more on this here: https://www.cloudfronts.com/blog/d365-enterprise/d365-finance-operations/workspace-personalization-in-microsoft-dynamics-365-finance-and-operations/

- Sending a Notification to Customers on Credit Hold
No, while you can automate interest and collection letters, you cannot do it for credit holds out of the box. However, you can automate this using business events and Power Automate; when a new record gets created, a notification can be sent to the customer.

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