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SCM electronic sales orders - How to add a Hold Code?

  • 1.  SCM electronic sales orders - How to add a Hold Code?

    GOLD CONTRIBUTOR
    Posted Sep 17, 2020 04:11 PM
    Has anyone tried to create sales orders in SCM /F&O via LogicApps or PowerAutomate or PowerPortal apps, or Data Management file import and place an Order Hold Code on the order so it can be reviewed before release to warehouse? I can not find any entity visible outside the application that touches this table MCRHoldCodeTrans. The 'Do Not Process' flag is exposed on the SalesOrderHeaderV2 entity, but setting that makes you stuck because this field is not editable on the user interface to release the block once the order is reviewed. Typically that flag is controlled through the presence of an Order Hold at the header level. It is not unusual to have to review electronic orders, and there are many kinds of warnings and errors that may need to be handled manually, such as min/mults, alternative item substitution at the line level, etc. I want my flow to 'catch' these warnings and create the order with a hold on it.

    I also didn't see a way to create a Journal instead of a Sales Order since the field for Order Type also didn't seem to be exposed on the SalesOrderHeaderV2 entity.

    Any guidance would be helpful how to control electronic orders with warnings and errors at the header or line level when created via these integration tools.


    ------------------------------
    Lynn Kinsman
    Senior Systems Analyst, AX 2012 and D365 F&O
    Kodak Alaris Inc.
    Rochester NY
    ------------------------------
    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: SCM electronic sales orders - How to add a Hold Code?

    TOP CONTRIBUTOR
    Posted Sep 18, 2020 01:37 AM
    Technically, the do not process flag on the sales order header is also used by Retail orders that need to go thru the submit process (which checks the retail payments balance against the order total & checks the fraud engine). It is normal in this scenario to have the flag set without a hold code. The flag is released by the submit process (McrEndOrder) - unless a hold is created/present.
    Not sure if that helps - but may give you another angle to investigate....

    ------------------------------
    Tony Zeigler
    Senior Consultant
    Strategic Solutions NW
    Beaverton OR
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: SCM electronic sales orders - How to add a Hold Code?

    GOLD CONTRIBUTOR
    Posted 29 days ago
    Thank you Tony.   This is another way that the Do Not Process flag is system-controlled and not exposed to users to remove themselves.  We aren't using the Commerce/Retail module for orders.    That reenforces my belief that we should not set it via an interface without also setting an Order Hold at the same time.  Please help if anyone knows how this can be done via the entities that are exposed to integrations and PowerPlatform!   Or if anyone has experimented with the new SCM Customer portal (Power apps portal template), how do those electronically created sales orders get held for review either every time or conditionally (or don't they ever get held for review)?  Thanks.

    ------------------------------
    Lynn Kinsman
    Senior Systems Analyst, AX 2012 and D365 F&O
    Kodak Alaris Inc.
    Rochester NY
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: SCM electronic sales orders - How to add a Hold Code?

    TOP CONTRIBUTOR
    Posted 29 days ago
    I'm not seeing an entity for HoldCodeTrans - although oddly there is one for Hold Codes themselves.

    If you were using Retail, and want things to go on hold, I would have suggested simply configuring a rule in the fraud engine.

    Since your not using Retail, you may have to go thru the Entity Creation Wizard to build a custom entity for Hold Code Trans.

    If your really against any mods, it may be worth testing setting the do not process flag during order creation. I figure it's either going to be released on any header change to the order, or your going to have to add a hold & clear it to get the flag to recalc and clear. The 2nd option may be workable...

    ------------------------------
    Tony Zeigler
    Senior Consultant
    Strategic Solutions NW
    Beaverton OR
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: SCM electronic sales orders - How to add a Hold Code?

    GOLD CONTRIBUTOR
    Posted 29 days ago
    We are definitely try to implement D365 without any mods, such as custom entities.  I also thought of putting an Order Hold code on manually and then clearing it, so I just tried that and it worked!  The Do Not Process flag that had been set by the LogicApp electronic order process was cleared.  So this could be a work around, I guess.  But I still can't imagine how the customer portal or hundreds of other users of D365 have managed up to now without the Hold Code Trans table being exposed as an entity.   Surely  many companies have some need for electronic order placement either from another system, from EDI, from eCommerce or file upload.   And, as you noted, the table for the Hold Code configured values is an exposed entity!

    ------------------------------
    Lynn Kinsman
    Senior Systems Analyst, AX 2012 and D365 F&O
    Kodak Alaris Inc.
    Rochester NY
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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