23 August, 2010

Default Process Holds for Dynamics GP SOP Doc IDs

You can assign default SOP Process Holds to Doc IDs so that when Documents are entered Process Holds that could control the flow of work in your processes are automatically applied.

You might use default holds if, for example, every Order entered needs to go through a manual Credit Check OR all Backorders needs to be manually allocated.  Then, you could use SmartList to view documents on holds that are important to you.

To assign a Default Hold to a Doc ID:

  1. Navigate to Sales Document Setup through Sales Order Processing Setup.  Depending on which type of Document you select the name of the Doc ID Setup window will vary.
  2. In the Doc ID setup window click the Holds button on the bottom right hand corner of that window to open the Sales Process Holds Assignments window.
  3. In that window, you can specify which Process Holds will be automatically applied to a Document when entered into GP.

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