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ReportHello Guys,
I am looking for any documentation about how to set up the Hold In Sales Processing.
Thanks in advance,
Jose Garcia
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Hello Guys,
I am looking for any documentation about how to set up the Hold In Sales Processing.
Thanks in advance,
Jose Garcia
*This post is locked for comments
While everyone that has contributed has made wonderful suggestions, I am going to make a crass commercial plug and remind everyone that our Understanding Sales Order Processing has a complete section on credit control, including the process holds, setting and managing credit levels, etc.
L Vail is correct. And you don't have to purchase anything new when using GP holds!!! I was just trying to give more options for workflow management than GP's limited "out of the box" ability.
While Salespad is most likely an excellent product, you can implement the GP feature at any time. Your users may need exit and re-launch Dynamics to experience the full effect, but I do not think any additional processes are necessary.
kind regards
Leslie
Not to throw your thread off topic, but if you are looking for a more robust workflow and credit control solution, I would check out www.salespad.net. I do not work for them or receive anything from them for plugging their software. I do use the software and they make a great product.
Ron
To set up process holds:
1. Open the Sales Process Holds Setup window. (Tools >> Setup >> Sales >> Process Holds)
2. Enter a name and description for a process hold. You can assign a password to remove this process hold.
3. Mark any of the processes you want to restrict with this process hold.
Transferring Documents
Mark to stop the transfer of documents from one document type to another until the hold is removed. (This option has no effect on return documents since they cannot be transferred to other document types.)Posting
Mark to stop the posting of invoices or returns until the hold is removed. If you have orders that contain a deposit amount, the deposit amount will be posted when the document is saved, regardless of whether a posting hold has been assigned.Workflow Advancement
Mark to stop the advancement of fulfillment order document statuses until the hold is removed.Fulfilling Documents
Mark to stop the fulfillment of orders or invoices until the hold is removed.Printing Documents Mark to stop the printing of documents until the hold is removed. If you restrict the printing of an order, invoice, or fulfillment order, the picking ticket and packing slip won‘t be printed either. This will eliminate the possibility of shipping items for documents that are on hold.4. Choose Save to save the information you’ve entered.
To review the entries and selections you’ve made for a specific process hold, print the Sales Process Holds Setup Report by choosing File >> Print or the printer icon button while the Sales Process Holds Setup window is displayed.
To review the entries for all process holds, print the Sales Process Holds Setup Report (Reports >> Sales >> Setup).
Hope this helps to some extent. It should be no more difficult to implement than the steps explained above.
Thanks
Mark
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