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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Block a single Sales O...
Small and medium business | Business Central, N...
Answered

Block a single Sales Order from shipping at the Sales Order level, not the Customer Card

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Posted on by JCole_BusinessCentral 10

Client is trying to block one shipment while waiting on payment. If their customer has several orders, and they only owe on one, the client wants to block the order from shipping at the transaction level, the one Sales Order itself.

This is a Business Central client using Insight Works Dynamic Ship, and is looking for out of the box solution before contacting Insight Works.

I have the same question (0)
  • Suggested answer
    IB-29041624-0 Profile Picture
    IB-29041624-0 1,191 Moderator on at

    The out of the box solution will be simply to not release the sales order.

    But i know that many BC users skip that steps of the order process.

    Another out of the box solution is to set the qty to ship and qty to invoice to 0 for all sales lines.

    Another option i have seen used is to set the posting date of the order to some time way back in time so that will be a sign to people handling the order that it is not completed yet.

    But yet again - the best practice way is to implement the release process in the companies business process.

    Hope that gave you some ideas.

  • Suggested answer
    IB-29041624-0 Profile Picture
    IB-29041624-0 1,191 Moderator on at

    And sorry for missing out on the most obvious solution to actually implement prepayment process:

    docs.microsoft.com/.../finance-set-up-prepayments

  • Jeffrey Bulanadi Profile Picture
    Jeffrey Bulanadi 9,121 Super User 2026 Season 1 on at

    Hi @jcole_5f00_businesscentral,

     

    I believe prepayment functionality will able to resolve this requirement. Basically it blocks the sales order from posting if you haven't post the prepayment.

    https://docs.microsoft.com/en-us/dynamics365/business-central/finance-set-up-prepayments

    pastedimage1659643308427v1.png

  • JCole_BusinessCentral Profile Picture
    JCole_BusinessCentral 10 on at

    Inge,

    Thank you for the multiple ways to approach this issue. I too am a firm believer that if the Status is "Open" do not ship that order, but it is not being used as a "best practice".

    We have tried each of your suggestions, including implementing the pre-payment process. Unfortunately, Insight Works Dynamic Ship recognizes only the setting a pre-payment %, as a "blocker". But even then it let's you get all the way through the shipping steps and then does not allow you to Post (the last step) the shipment. I believe the ISV wants to read the lines with quantities and move forward. Next step is to reach out to our DevTeam or the ISV.

    Many thanks,

    JCole

  • JCole_BusinessCentral Profile Picture
    JCole_BusinessCentral 10 on at

    Jeffrey,

    Thank you for your time and response. WE are not looking to prevent the posting of the sales order, we are looking to specifically prevent the shipping process.

    We have tried each of your suggestion, unfortunately, Insight Works Dynamic Ship recognizes only the setting a pre-payment %, as a "blocker" at the very end of the shipping process. It allows you to go through all of the shipping steps, then presents the error and does not allow you to Post (the last step) the shipment.

    We are hoping for something to stop the process at the onset of shipping using Insight Works Dynamic Ship.

    Kind regards,

    JCole

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