The standard on hold functionality that can be used for customers is quite restrictive and does not allow users configuring holds that - for example - allow recording payments while stopping the creation / confirmation of orders and alike.
What we need is a more flexible configuration that allows users specifying what processes shall be allowed and which ones shall not be allowed to be executed.
The project management and accounting module has a similar configuration for project stages.
Would be great if something similar could be created for customer (and ideally also vendor) holds.
Many thanks,
Ludwig
Comments
a more flexible feature to hold a customer account while allowing for payment receipts should be a business standard, I don't understand how this is not available in D365 F&O. Thank you,
Category: Credit and collections
This would be helpful or at the minimum add a new customer hold option that includes prohibiting all transitions including quotes from being created but allow cash receipts.
Category: Credit and collections
This would be a very nice function to have
Category: Credit and collections
This would be helpful.
Category: Credit and collections