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Allocation and Orders Going on Pending Approval

edited Jun 2, 2025 2:25PM in Ask A Guru 4 comments

Hello,


I am trying to find the best solution for the problem below. We want to use the advanced allocation feature, but are hindered because of our order on hold rules.

Today, we have orders automatically go on hold via a workflow if they are past due, over credit limit, ect.

We have a requested ship date field on the header of our sales orders. This get's set by customer service. This date field drives the line item allocation by getting copied to all of the expected ship date line fields.

The order get's it's requested ship date field updated based on how many days it was on hold.

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