Dynamics F/SCM Customer Experience (CRM) Dynamics GP Dynamics Business Central (NAV) Dynamics SL Power Platform Fabric Copilot

[Linda Chau]

Is there anyway to stop the user from posting a sales order with a negative on Account?

we had a sales rep accidentally “captured” the sales order through Pay Fabric with the amount to capture greater than the sales order total.

ideally, we would love to some how stop the ability to capture the sale greater than the sales amount, but if it did happen is there a way to stop the order from posting?

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Linda Chau
Paper Mart
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[Charles Allen]

Are you saying the customer’s balance is negative (you owe the customer money) or the On Account amount on the sales transaction is negative?

For the latter situation, you can put a process hold on the transaction but it would have to be added manually or all transactions would have a process hold and it would have to be removed.

You could have a Business Alert set to run based on the transactions to let somebody know on a frequency as little as every minute that the situation exists.

Lastly, you could have the window modified so that the post option is not available when the transaction has a negative on account. You could use Dexterity or VBA.

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Charles Allen
Senior Managing Consultant
BKD Technologies
Houston, TX
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