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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Sales order workflow
Finance | Project Operations, Human Resources, ...
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Sales order workflow

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Posted on by faiz7049 2,234

Hi Experts,

I developed custom sales order workflow. The issue is , user can invoice it regardless of either workflow submit or not .

I want nobody any confirmed, picked, packed or invoiced until get approved.

Please suggest X++ code..

  • faiz7049 Profile Picture
    faiz7049 2,234 on at
    RE: Sales order workflow

    Hi,

    It required to check some methods like mayConfirmationBeUpdated in class SalesTableType. After customized it is working fine.

  • Suggested answer
    Austin Shen Profile Picture
    Austin Shen on at
    RE: Sales order workflow

    Hi Faiz7049,

    Please engage your technical team to extend your custom sales order workflow - to enable pick/packing slip/invoice button of sales order, sales order workflow status needs to be checked. Please let us know if you have any other concern. Thank you.

    Best Regards,

    Austin Shen

  • faiz7049 Profile Picture
    faiz7049 2,234 on at
    RE: Sales order workflow

    Really will be appreciated if getting solution.

  • faiz7049 Profile Picture
    faiz7049 2,234 on at
    RE: Sales order workflow

    Ashok,

    This is customer SO workflow. I am applying discount by putting percentage in Sales order header  Discounts field. As per workflow setup , approval is going well. But issue is, without getting approved user can pick and invoice it.

  • AshokKumarGuptaEga Profile Picture
    AshokKumarGuptaEga on at
    RE: Sales order workflow

    Hi Faiz,

    Did you create customer sales order workflow or sales order invoice workflow?  SO workflow will help to approve the sales order but not for invoice level.  Can you please check on this further and share more information for further assistance.

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