web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / how to force a sales o...
Finance | Project Operations, Human Resources, ...
Suggested Answer

how to force a sales order to "release to warehouse" skipping "do not process" check

(1) ShareShare
ReportReport
Posted on by CU27040846-0 2
Hi,
 
Is there an OOTB option to automate the 'complete' or 'confirm' stage of a sales order so that it immediately releases to warehouse?
 
We have a company that solely fulfils internal intercompany sales orders; there is no limit or credit check required. When an interco sales order is generated, we'd like this to be immediately released so that the warehousing team can pick & pack OR have some kind of batch job so that a human isn't manually confirming every single order.
 
Note: This company doesn't have retail channels. 
 
Issues:
- Confirm button is greyed out
- Do not process flag is set to 'yes'
 
Happy to use batch jobs to automate some of this; just unaware of any parameters that could resolve these.
 
Thank you in advance! :)
  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Hi,
    On the call center there is a standard parameter "Enable Order Completion" which forces you to mark the order as complete before processing it. The solution also supports non-call center sales orders. Order completion (innovation-product-documentation.azurewebsites.net)
    You can change the parameters that control credit management in Credit Management Parameters: Credit Holds, Credit Management Checkpoints, Credit Management Statistics, and Credit Limits. Credit management parameters setup - Finance | Dynamics 365 | Microsoft Learn
    This will enable the "Do Not Process" flag on the sales order header when you turn on an order hold. When this "Do Not Process" flag is set to "Yes", the order cannot be processed further.Customer and Sales Order Holds: D365 Finance and Operations – Dynamics Tips (dynamics-tips.com)
    Best Regards,
    Hana

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.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the July Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 426 Most Valuable Professional

#2
CU10121822-0 Profile Picture

CU10121822-0 358

#3
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 353 Super User 2026 Season 2

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP
License usage reporting (in-app and PPAC) with Entra dynamic groups

Product updates

Dynamics 365 release plans