Does D365 FO allow for if the order hadn’t changed in total value for more than $1K that was previously released, it would not go back on hold?
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Hi Yolanda,
Yes, it’s possible to handle that kind of condition in Dynamics 365 Finance & Operations. You can manage it through a small customization or a simple extension of the order release or credit hold logic.
Basically, you can add a check that compares the current total value of the sales order with the last released version. If the difference is less than or equal to $1k, the system can skip putting it back on hold. This can be done by tweaking the validation logic in the sales order workflow or through a custom event handler.
It’s a fairly practical setup and doesn’t require heavy customization, just a clean extension to the existing process.
Thanks Hardik for taking the time to answer my question. Greatly appreciate it.
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Hi Yolanda,
It’s my pleasure to be a helping hand to the folks working around Dynamics 365. If you still have any issues, we can have a quick knowledge-sharing call for 15-20 minutes to guide you around F&O or Business Central.
Hi Hardik,
Yes, I would like to take you up on the knowledge-sharing call offer. Can you provide me with your contact information and availability?
Thank you!
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Hi Yolanda,
That’s great to hear. Below is my contact information. You can reach out as per your convenience. We’re available on Monday at 9:30 AM CST (I believe you’re in Central; if not, we can adjust accordingly). Otherwise, you can share your availability.
Email: Hardik.gupta@allgrowtech.com
Phone: +1 6464320784