stoneridgesoftware: Placing a Sales Order on Hold in Dynamics AX 2012: Part 1 – Setting Up Functionality
The ability to place an order on hold is a feature of Microsoft Dynamics AX 2012 R3. This feature is available through activation of Retail/Full feature set from license configuration.
Reasons to place an order on hold may vary widely. The most common reason might be to obtain approval for an order which exceeds a customer credit limit. Other uses may include special orders, pricing exceptions, or even rebate evaluation. Any scenario regarding an order that may require follow-up before confirming to the customer may be a reason to place the order on hold.
Setting up Sales Order Hold Functionality
Reasons for an order to be on hold may be identified through the assignment of the Order hold code. Alternately, a single code may be applied to all orders on hold.
To establish Order hold codes, follow these steps:
Other set up may be needed in Accounts receivable/Setup in the Accounts receivable parameter form:
1. On the General tab, a default color may be assigned to held orders. This color is applied to the background of held orders when the order has been opened to edit (see Figure 4). This is a visual cue to the user if they have overlooked the indicators from the list page (see Figure 3).
2. Also, if notes are desired to be maintained to support held order communication, the type of note must be specified here.
Join us for part 2 of this blog! Learn about placing orders on hold, tracking held orders, overriding and releasing held orders.
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