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Finance | Project Operations, Human Resources, ...
Unanswered

Blocking Rules: Exclusion If Change in Sales Order Amount

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Posted on by 11 Moderator
Does D365 FO allow for if the order hadn’t changed in total value for more than $1K that was previously released, it would not go back on hold?
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  • André Arnaud de Calavon Profile Picture
    303,667 Super User 2026 Season 1 on at
    Hi Yolanda,
     
    Is your question about purchase or sales orders? For purchase orders, you can activate change management. This enables a requirement to get orders approved by a workflow. In the workflow, you can configure automatic actions depending on the delta amount or percentage to have an automatic approval. 
  • Yolanda Profile Picture
    11 Moderator on at
    Hi Andre,
     
    This is for a sales order.  Would the same logic be required for a sales order?  The hope would be that it didn't go on hold at all versus having it be automatically approved.
     
    Please advise.
     
    Thanks,
    Yolanda

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