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BBCG.10.09.D365.2.PDF: Configuring Sales Order Management within Dynamics 365 SCM (Second Edition) - Module 9: Configuring Sales Order Holds (Digital)

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When we are entering orders, but before order submission and confirmation, we may want to put a hold on our order to prevent it from being released to the warehouse for further processing. It may be because the customer who is placing the order might not be ready to commit to it, or critical data required to process the order might be missing.

We can do that within Dynamics 365 Supply Chain Management with Order hold codes that we can set up in the system and then use them as we maintain the orders.  Later, we can release the order holds, and the order will be ready to be confirmed and released to the shipping department.

This module will show how we can set up order hold codes and use them within the system to hold and release orders.

Topics Covered

  • Configuring the Order Hold Controls
  • Configuring Sales Order Hold Codes
  • Using Order Hold Codes to Place Orders On Hold
  • Removing Orders From Hold using the Order Holds Page


Series: Dynamics Companions Bare Bones Configuration Guides

Guide: Configuring Sales Order Management within Dynamics 365 Supply Chain Management

Digital: 86 pages

Publisher: Blind Squirrel Publishing (August 2, 2021)

Language: English

Product Dimensions:  8.5 x 11 inches

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