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Hi,
Whenever there is a new sales order created in Sales and Marketing (not retail) , and if the payment term is not COD , I want to put an automatic hold on the sales order.
Will this need a customization?
Thanks
Sam
HI,
Please try the below option
-Click Sales and marketing/Setup/Sales orders/Order hold codes. The form is displayed.
-In the Order hold codes form, click the New button. In the Hold code field, enter the desired name or numeric value for the code.
In the Description field, add a description or explanation of the code.
-If this hold code should be automatically assigned to all new sales order holds, mark the Default for sales order check box.
Hi Sam,
To my knowledge a specific payment term, such as COD is not a criteria for setting a hold.
You would thus need a customization.
Before doing that and if you are on D365FO try if you can realize this with the help of the PowerPlatform (especially PowerAutomate or Flow how it was called previously).
Best regards,
Ludwig
Hi, Do you have a link for this Flow example I can have a look at?
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