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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Sales & Marketing ...
Supply chain | Supply Chain Management, Commerce
Answered

Sales & Marketing - Automatic order holds

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Posted on by rajesh.sachdev 20

Hi All,

I want to apply the Automatic Order hold on Sales order and Return orders with Hold code of Manager's review as soon as the Sales / Return order gets created.

Can anyone suggest if it is possible in standard way or needs a customization.

Thanks,

Rajesh

I have the same question (0)
  • Verified answer
    vinitgoyal2005 Profile Picture
    vinitgoyal2005 6,332 on at

    Hi,

    I don't think any f such functionality exists in D365FO.  You will need to get the customizations done. You can also check if Power automate can be used for this.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 304,038 Super User 2026 Season 1 on at

    Hi Rajesh,

    For sales order, you can start with an order type 'Journal' which is a possible, but not perfect workaround. Otherwise, you will indeed need a customization as mentioned by Vinit.

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