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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Customer Fulfillment P...
Finance | Project Operations, Human Resources, ...
Answered

Customer Fulfillment Policy - Sales Order Level

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Posted on by SU-22040800-0 2,463

Hi

I know I can setup a fulfillment policy at a Customer level, but is it possible to set it at Sales Order level and/override?

pastedimage1683701580323v1.png

I have the same question (0)
  • Verified answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at

    Hi James,

    The relevant documentation only mentions this fulfillment policy as you describe, and the related discussions also don’t mention that fulfillment policy can be changed at sales order level. Perhaps, you can manually change the fulfillment policy using the "release to warehouse" form under the WMS module.

    pastedimage1683773972359v1.png

    Best Regards,

    Hana

  • Suggested answer
    Mohit Rampal Profile Picture
    Mohit Rampal 12,573 Moderator on at

    Hi, I can see this parameter for 'Sales order fulfillment policy', you can try it.

    pastedimage1683776733763v1.png

    Also, this article covers same parameter for Transfer order but its published in 2018 so nothing for sales order in that article,

  • SU-22040800-0 Profile Picture
    SU-22040800-0 2,463 on at

    Thanks for the answers everyone

    I also found it on the Sales Order header - which is exactly where i needed it :-)

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