Announcements
Hi Everyone,
We are looking at moving to a new ERP. Dynamics seems like a great fit BUT after downloading a trial version, am I correct there is no "standard" process for stopping orders that go over their credit limit. Business Edition "on paper" suits our needs and surprised it is missing. Or am I missing something? Our 20+ years ERP has this a standard, but we do not need a full "bell and whistles" ERP something more simplistic. Keen to hear thoughts?
hi
then what you want are you need an apersonalisation
DAniele
Hi, I think you can use Workflow to do similar functionality. Here is a simple example.
Hope this helps.
Thanks.
ZHU
Thank you for the detail - looking for a physical hold - prevent order going to next stages - rule blocking like in Financials. IMO stopping an order which takes a customer over its credit limit , validating before shipping is a fundamental process to reduce financial risk.
Am I missing something?
André Arnaud de Cal... 291,359 Super User 2024 Season 2
Martin Dráb 230,370 Most Valuable Professional
nmaenpaa 101,156