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Hello,
Whenever a new sales order is created (in Sales and Marketing or the Call Center) I want to put an automatic hold on the sales order.
Is it possible or is it necessary to think about a customization?
We are using AX2012 R3 CU 10
Thank you
Hi Juanid,
Thanks for your answer, the client has discarded this option and is evaluating a customization.
Thank you very much Cristoph,
the client discarded the idea of making an automatic hold
Thank you very much Andre,
the client discarded the idea of making an automatic hold
Hi Maxi,
in addition to the possibilities explained by Andre there is a feature available called „sales order hold“. You can find some details here: https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/work-with-sales-order-holds
if I‘m not wrong it is also possible to setup automatic hold when a sales order is created. If not it might be a small modification.
Hi Maximiliano Martinez,
By default we cannot put an automatic hold on a new sales order. The question is do you want to put hold for specific cutomer group or Region? What exactly is the criteria/business requirements to hold all new orders?
As a work around solution, you can set default order type to "Journal" in parameters and whenever a business want to release any order, just go to that sales order and change the type to "Sales Order" and process an Order.
Hi Maximiliano,
Usually, companies will use the 'Journal' order type for this purpose and then change it to a 'sales order' when it has been reviewed. In the parameters you can setup the default sales order type to have all orders on 'Journal'.
When the order is a 'journal', there are no inventory transactions created. If you need e.g. reservations and the order hold, then you can achieve it with a customization.
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André Arnaud de Cal...
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