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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / to set default date wh...
Supply chain | Supply Chain Management, Commerce
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to set default date when the item will be picked up. to set default without user intervention

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Posted on by Murthy 105

Hi

Is there anyway or method for not asking user input for Location and Shipment date in POS. 

in this case Customer order type is Order is mandatory.  but it is cash and carry out sales case. 

can we  set Default Ship/Pick date and location, without user actions.

Warm Regards 

  • Krishna Kodidala Profile Picture
    Krishna Kodidala 465 on at
    RE: to set default date when the item will be picked up. to set default without user intervention

    Hi heros

    Oksana Kovaliova
    Shafeeque Mohammed
    Juliet Zhu

    I think cash and carry-out are working with customer order creation.  but it gives an error message 'Required value is missing, evenRequiredValueIsMissing.png after selecting payment .

    Please help me, you have an idea?

    Warm regards

  • Murthy Profile Picture
    Murthy 105 on at
    RE: to set default date when the item will be picked up. to set default without user intervention

    Hi Oksana Kovaliova ,

    Thank you

    1. Is there any extension available to share with me

    2. When customer selected, it should update shipment location automatically along with shipment date

    Please give me any solution

    Warm regards

  • Oksana Kovaliova Profile Picture
    Oksana Kovaliova 3,597 on at
    RE: to set default date when the item will be picked up. to set default without user intervention

    Hi, earlier if you were doing carry out line by line - POS was not converting sales order to cash and carry, it was leaving it as sales order.

    Also on some project we developed special button 'Carry out' - that does carry out line by line but from code. This was a way to avoid that 'auto covert to transaction behavior'

    So I understand what you need to achieve, carry out workaround described about should help, but you need to test how it works in your system + check with developer the 2nd option too.

  • Murthy Profile Picture
    Murthy 105 on at
    RE: to set default date when the item will be picked up. to set default without user intervention

    Hi Juliet Zhu 

    "Cash and carry transactions will eventually be converted to sales orders, during statement posting process."

    in this option . do we need close the shift?  Advice me to setup  in HQ default date and warehouse, so that it will NOT  trouble user enter values for each entry

    Warm Regards

  • Juliet Zhu Profile Picture
    Juliet Zhu on at
    RE: to set default date when the item will be picked up. to set default without user intervention

    Cash and carry transactions will eventually be converted to sales orders, during statement posting process. 

    If you choose to generate sales order in POS, it is designed as pick up or delivery order which would require location and shipment information. 

  • Murthy Profile Picture
    Murthy 105 on at
    RE: to set default date when the item will be picked up. to set default without user intervention

    Hi Shafeeque,

    I have tried with carry out option for both all lines and selected line, but it converting into POS Transaction instead of Customer Order. we operate on Customer sale orders because the sale order is basis for generating Planned orders (Purchase, Transfer and Production) automatically. using code coverage and master plan.

    Warm regards

    .

  • Shafeeque P. Profile Picture
    Shafeeque P. 6,499 Super User 2025 Season 1 on at
    RE: to set default date when the item will be picked up. to set default without user intervention

    Please refer learn.microsoft.com/.../hybrid-customer-orders to understand what is mentioned in the previous post by Oksana.

  • Murthy Profile Picture
    Murthy 105 on at
    RE: to set default date when the item will be picked up. to set default without user intervention

    Hi

    Thank you for the support

    As  we need  customer order in our case, it is not right option because it wont create Sales order in POS, instead it will keep it as normal POS transaction. we need sale order  because I want to create Planned orders for production etc.

    Please suggest any other way out

    warm regards.

  • Oksana Kovaliova Profile Picture
    Oksana Kovaliova 3,597 on at
    RE: to set default date when the item will be picked up. to set default without user intervention

    Hi, If you want 'cash and carry to be as customer order', then you can try to use 'carry out line' option for each individual line. This should work in standard (it still works)

    For having customer order with all data but populated by default - this is code change.

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