We’d like Customer Service to have ability to batch release sales orders based on a filter or by selecting from the Sales Order List. For example, highlight a series of orders in the list or use a filter to return a set.
NAV only releases the last/highest sales order in the applicable number series.
Is there a way to do this in stock NAV 2018 with approvals in play?
Yes, it is possible to batch release sales orders in Dynamics NAV 2018. One way to do this is to use the “Release Sales Order” batch job. This batch job allows you to select a set of sales orders to release based on a filter or by manually selecting orders from the Sales Order List.
However, if approvals are in play, this may require additional configuration. You may need to set up approval workflows to ensure that the orders are properly approved before they are released. You can configure the workflows to allow for batch approvals or to require individual approvals for each order.
Overall, with the right configuration and setup, it is possible to batch release sales orders in NAV 2018 with approvals in play.