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Blocking Sales Orders for Certain Accounts

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Posted on by Community Member Microsoft Employee

I have a requirement for Dynamics CRM in which Sales Orders need to be blocked when an Account/Customer is on Credit Hold. There is a boolean field on the Account entity that states whether or not the Account is on Credit Hold.

I was wondering whether or not I could accomplish this via a workflow.

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Community Member Microsoft Employee on at

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RE: Blocking Sales Orders for Certain Accounts

Sorry, I was using the wrong trigger. That worked perfectly, thank you!
Kokulan 18,052 on at

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RE: Blocking Sales Orders for Certain Accounts

Did you create this as a real-time workflow?
Community Member Microsoft Employee on at

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RE: Blocking Sales Orders for Certain Accounts

Hey Kokulan,

This does not stop the Sales Order record from being created. Is there any way to stop the creation all together rather than provide a message?
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Kokulan 18,052 on at

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RE: Blocking Sales Orders for Certain Accounts

Yes, it can be done using a real-time workflow as shown below.

Please create a real-time workflow on Order entity with the following condition and message
Community Member Microsoft Employee on at

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RE: Blocking Sales Orders for Certain Accounts

Yes, I would like the Sales Order creation to be blocked when the Account is on Credit Hold
Kokulan 18,052 on at

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RE: Blocking Sales Orders for Certain Accounts

Do you want the Sales Order Creation to be blocked?