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Is it possible to "remove hold" automatically after save is pressed?

  • August 7, 2024
  • 3 replies
  • 178 views
C
Freshman II
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When editing a purchase order, the order needs to be put “on hold” before the edits can be made.

Its super easy to forget to “remove hold” after the order has been saved. Is it possible to change the config so that when an order is saved after editing, the hold is automatically removed? 

 

If someone forgets to remove the hold, the order is essentially invisible which can result in another order being placed as Acumatica thinks the stock is no longer on order. 

Best answer by Kandy Beatty

When editing a purchase order, the order needs to be put “on hold” before the edits can be made.

Its super easy to forget to “remove hold” after the order has been saved. Is it possible to change the config so that when an order is saved after editing, the hold is automatically removed? 

 

If someone forgets to remove the hold, the order is essentially invisible which can result in another order being placed as Acumatica thinks the stock is no longer on order. 

HI @chrisross 

This is standard Acumatica workflow, you would need to change the workflow with a customization. 

    Kandy Beatty

    3 replies

    Kandy Beatty
    Captain II
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    • Kandy Beatty
    • Captain II
    • Answer
    • August 7, 2024

    When editing a purchase order, the order needs to be put “on hold” before the edits can be made.

    Its super easy to forget to “remove hold” after the order has been saved. Is it possible to change the config so that when an order is saved after editing, the hold is automatically removed? 

     

    If someone forgets to remove the hold, the order is essentially invisible which can result in another order being placed as Acumatica thinks the stock is no longer on order. 

    HI @chrisross 

    This is standard Acumatica workflow, you would need to change the workflow with a customization. 

    Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
    Chris Hackett
    dcomerford
    dcomerford
    Captain II
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    • dcomerford
    • Captain II
    • August 7, 2024

    Agree with @Kandy Beatty another way you could do it is to use a Business Event to update any Purchase Orders that are on Hold to Remove Hold and set it to run on a. You could have also do it based on a GI so that when the PO is saved and the Status is remove hold then it runs but this can get annoying as if the user tries to make another change and save the record they may get the error message that the record has been updated and they need to refresh the order.

    Dermot Comerford
    Kandy Beatty
    Graeme Laughton-Mutu
    Chris Hackett
    darylbowman
    Captain II
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    A very simple customization 😉

    Daryl ⚡Freelance Acumatica Developer (MVP🏆) for hire ⏩ linkedin.com/in/darylbowman
    Chris Hackett
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