Supply chain | Supply Chain Management, Commerce

Check hold for return orders

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Posted on by Janki Mali

Hello everyone,

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 ?

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Dynamics 365 Commerce

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Sathish Kumar Palan... 388 Super User 2026 Season 1 on at

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Hi

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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Danyal Imtiaz Khan 37 on at

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Hi Janki Mali,

Please configure the below mentioned configurations in the call center parameters and test again.

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Janki Mali 49 on at

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Yes it works like a charm. Only thing to note here is we have to set some value greater then 0 even if we want to put every check on hold. But this is how it is designed by Microsoft.

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Mallesh Deshapaga 1,711 on at

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That's good to know.

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