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Sales Order Messages

  • 1.  Sales Order Messages

    SILVER CONTRIBUTOR
    Posted 01-14-2019 07:21 PM
    Is there a way to create messages to prompt on a sales (delivery type), to come up on the back office F&O screen?  I would like to be able to control it by warehouse letting associates know our delivery trucks are full for the day.

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    Jeff Matthews
    Kent Building Supplies
    Saint John NB
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  • 2.  RE: Sales Order Messages

    TOP CONTRIBUTOR
    Posted 01-16-2019 07:40 AM
    Hi Jeff,

    Can you tell in more detail what you have in mind? The description is a bit confusing. Note that email or Skype for business is more suitable as messaging system.

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    kind regards,

    André Arnaud de Calavon
    Solution Architect, Microsoft MVP - Microsoft Dynamics Business Solutions
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  • 3.  RE: Sales Order Messages

    TOP CONTRIBUTOR
    Posted 01-17-2019 11:16 AM
    ​Reminds me of a customization I saw at a client once - had to port it to their new version - but basically they could attach notes to various things, customers, addresses, etc - and mark the note as a sales alert - then when sales tried to create a sales order that used it, they got an infolog warning.
    It was all custom though - I don't know of anything out of the box that would do it....

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    Tony Zeigler
    Senior Consultant
    Strategic Solutions NW, LLC
    Beaverton OR
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  • 4.  RE: Sales Order Messages

    SILVER CONTRIBUTOR
    Posted 30 days ago
    Thanks Tony,

    That's exactly what I was thinking about, and figured it would be a mod.

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    Jeff Matthews
    Kent Building Supplies
    Saint John NB
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  • 5.  RE: Sales Order Messages

    SILVER CONTRIBUTOR
    Posted 30 days ago
    Hi Andre,

    This was for in D365 F&O sales orders.  I am looking to have a custom message come up stating "all fleet truck full for today" to let our associates not to promise a delivery.

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    Jeff Matthews
    Kent Building Supplies
    Saint John NB
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  • 6.  RE: Sales Order Messages

    TOP CONTRIBUTOR
    Posted 20 days ago
    Hi Jeff,

      If you have the Retail config key enabled, are creating sales orders in a call center / creating Retail sales orders, and have Directed Selling enabled on the call center, you can use Scripts to accomplish this.   You'd see the message on the Scripts factbox to the right of the sales order.  You would turn this on / off by activating / deactivating the script once you have filled the trucks for the day.





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    Colby Gallagher
    Manufacturing Systems Consultant
    Agility Business Solutions
    Brecksville OH
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