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    Order completion
    In This Topic

    Within default Microsoft Dynamics 365 for Finance and Operations there is no clear moment of finalizing the creation of a non-retail sales order. Therefore the system cannot control which sales orders are ready (complete) to be processed further.

    As a lot of processes within Microsoft Dynamics 365 for Finance and Operations can be controlled by a periodic batch (like release to warehouse, post packing slip, post invoice) also orders that users are still creating or modifying, are also picked up.

    On a call center there is a standard parameter "Enable order completion" which does enforce you mark an order as complete before it is being processed. As part of the realization of the payment registration process of our Dynamics Counter Sales solution which also supports non-call center sales orders, we developed an order completion function which can be used for both call center and regular sales orders (also without having to setup counter sales).

     Important

    "Enable order completion" on the Call center needs to be disabled in order to be able to use Dynamics Order Entry Optimization Order completion.
       

    By enabling Order completion the order completion function on the sales order header needs to be used to finish the order entry process with a formal final step.

    Sales orders that are not marked complete are excluded from:

     Note

    If you want to exclude the sales order from the master planning, this cannot be controlled with order completion, but you might consider installing our Dynamics Business Rules and Blocking Reasons solution. Per business rule state you can control whether the sales order is taken into account by the master planning module.
       

    On the sales order header a checkbox 'Order complete' indicates whether the user has completed the order.

    An order can be set to 'Order complete' by clicking the 'Order completion' button on the sales order header. The order completion dialog is launched:

    During the completion a credit limit check is included. If this check is passed, the sales order is set to complete.

    After the order completion is done, the sales taker can use the default menu-options in the sales order form to process the next functional steps, as mentioned above. However, to make the processing of an order more user friendly, the main functions are also made available directly from the completion form.

    The functions create purchase order and create direct delivery on the sales order are disabled when the order is not complete.

    When the total amount of the order changes to a higher value the complete status will be disabled. The reason for this is that there is a credit limit check needed when the order value is increased or in case of a counter sales order with a pre-payment an additional pre-payment is needed before the order can be set to complete.

    For Intercompany orders the order complete function is controlled from the original Sales Order.

    Order completion in batch

    For sales orders created by migrations or integrations the Set order complete in batch functionally is introduced. In most cases the integration or migration has a high volume character and by this functionality you don't have to complete every single order manual and could you make use of other characteristics of the sales order. (for example SalesOrigin and Date created.). Just like the normal completion.

    Navigate to: Sales and Marketing > Periodic tasks > Set order complete.  Here you can run the completing in batch and filter on certain criteria of the sales order. Besides the checkbox Order complete, additional information about the success or failure by manual completion or batch completion is shown on the sales header in the Order complete status field.

    Intercompany Order completion

    When an Intercompany Direct delivery sales order is created this order is set to complete. When the original sales order is set to not complete the IC sales order is also set to not complete. When the original sales order is set to complete the IC sales order is also set to complete. It is possible to set the IC sales order to not complete but not to complete.

    When a regular Intercompany Sales order is created this order is set to complete. This sales order can be set to not complete and complete and will not influence any other orders.

    Order events

    Order events are used to track user actions related to various customer orders.
    The order events functionality of Microsoft Dynamics 365 for Finance and Operations is extended with Order Complete field, so you could now also log actions by user or batch related to order completion

    Setup

    Accounts receivable > Setup > Accounts receivable parameters > Sales order optimizer >  tab Order entry

    Field Description
    Enable order completion The order completion function becomes visible on the sales order header and needs to be used to finish the order entry process with a formal final step

    Check on purchase order creation

    		 Determines the behavior and checks of the sales order complete functionality when creating a purchase order or direct delivery from a sales order.
    • Manual: When order is not complete, create purchase order, direct delivery are disabled, when sourcing vendor is entered on sales order line an error appears. The order needs to be set complete manually before it's allowed to create a purchase order from the sales order
    • Automatic: Buttons are enabled and when the process of creating a purchase order is started the order is set to complete automatically. In case of a check which prevents to set the order to complete, the process is stopped and the order needs to be set to complete manually.
    • No: Buttons are enabled and the complete checks are not executed
    Automatic calculation of tiered charges

    Tiered charges will be calculated when the totals form is opened, a posting is executed or the order completion screen is opened and the field "Calculate tiered charges" on the sales order is enabled.

    On the Sales order > Header > Tab: Price and discount > Field group: Tiered charges the field Calculate tiered charges is set on order creation.

    Whether this calculation is executed or not is controlled by the parameters in the field group "Execute tiered charges calculation upon"

    By disabling the Calculate tiered charges field on the sales order header, the user can bypass the automatic calculation of the tiered charges. This can be handy if you want to overrule the auto charges which otherwise always would be applied.

     

    Recalculate price and discount on order completion It's advised to enable this parameter when commerce price parameter Manually calculate multi-line prices and discounts is enabled. This commerce parameter has been introduced to speed up the order line creation and updates by not applying all the complex prices and discount structures. This to prevent users forgetting to recalculate the prices and discount manually this will be done on order completion when this parameter is enabled.

    This parameter can on be enabled, when the commerce price parameter Manually calculate multi-line prices and discounts is enabled.
    Enable price locked on order completion Lock prices on retail order lines upon order completion.
    Show additional order totals Enable this functionality to see additional order totals: order amount excluding VAT and charges, charges amount and VAT amount
    Execute tiered charges calculation upon

    Determines when the calculation of the tiered charges is executed automatically:

    • Opening the order completion form
    • Posting order confirmation
    • Posting packing slip
    • Posting invoice
    • Opening charges form
    • Opening totals form

     Important

    For orders of type journal the order completion button is disabled. When sales order type is changed from sales order into journal the checkbox Order completion will be disabled.
       

    FAQ

    Question: My user has view only rights, but the order completion button is still enabled. Is there a way to disable this button via security configuration?
    Answer: Yes, by default the order completion is enabled for all users, but by adding the privilege "View order completion" to the security role of the user the button will be disabled.