Currently my sales order's payment method goes on check hold (as below) and status in status POSTED till someone Release or Cancel it, when the payment method is of type Check(Bank Transfer). But when I create a Return order and refund payment method as Bank transfer (Check) it directly moves to AUTHORIZED status. I want it to be in Check hold status so that someone can review it and than release it just like sales order.
Is there any configuration which I am missing here or the system is designed like this ?
As per my understanding this behavior is by design in D365 Finance and Operations return orders do not trigger the same check hold logic as sales orders. There is no out of the box configuration to enforce check hold status on return order refunds.
In D365F&O
Sales orders with check type payment methods (e.g., Bank Transfer) are subject to check hold logic, which places the payment in a “Posted” state until manually released or canceled.
Return orders, even when using the same payment method, follow a different workflow. The refund is typically processed as a credit or payment authorization, and the system moves it directly to Authorized status.
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