How to hold sales order in dynamics 365?

Sometimes, customers need to put sale order on hold for many reasons like credit limit issue, the extra discount from the sales manager, special prices ...etc

Dynamic 365 implement this requirement as a standard functionality

SETUP 

 1-Go to Sales and marketing/Setup/Sales orders/Order hold codes

create your codes for on hold 

just assign hold code and assign description for this code 

you can assign code as default for the new sales order by enabling default for sales order checkbox

also, you can remove reservation from inventory if sales order put on hold 

you can assign a security role for the exclusive use of an order hold code.

 2-Accounts receivable/Setup/Accounts receivable parameter:

you can set up background clour and notes for on hold sales order 

Transaction 


 1-Go To Accounts receivable/orders/All sales orders

you can put sales order on hold as the below

select your sales order and go to sales order tab, click order holds in function tab

click new to select hold code

also, assign you notes 

now sales order on hold and cannot proceed

you can find more inquiries for hold orders

2-Go To Sales and marketing/Sales orders/open order/Order hold.

you can see all order holds with more details like hold user id and  days on hold..etc

you can clear hold only by click clear hold or clear hold and modify to modify the sales order 

also, you can clear and submit if you have permission on this hold code 

If multiple users will working with orders on hold, using the checkout feature will ensure that only one person is updating information at a time.

just click check out and assign your comment



Thanks.