Notifications
Announcements
No record found.
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
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
Posting
Workflow Advancement
Fulfilling Documents
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
Hi Mark, Thank you for your supporting. I'ts a excellent explication. I have an only have question. When you recommend to me to implement this setup. After hours or any time.
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
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
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 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.
www.AccoladePublications.com
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
mtabor 1
