Dynamics Business Rules and Blocking Reasons

Blocking Reasons provides the ability to differentiate the blocking per process step, allowing for a more precise and unique use of signal codes. The advantage of our solution over the released version of Microsoft Dynamics 365 for Finance and Operations is the ability to differentiate between a block or information warning by process step.

Blocking Reasons will not stop the process of firming in case the firming is done in batch. Only those planned purchase orders with Items and vendors with a blockade will not be firmed so that they will remain in the planned order form. Blocking Reasons can be linked to customers, vendors and items, as well as added to orders directly, useful in cases when a company decides to stop trading with particular customers or vendors.

Business rules in general, represent a way that defines certain aspects in processes. Basically, business rules are designed to maintain the business structure or to control the behavior of some business processes. Steps such as order confirmation, generating picking list, release to the warehouse, shipping, shipment confirmation, invoice generation, and posting can be controlled by Business rules.

Once different statuses for a business rule are created, they are available to create transitions from one status to another. With these transitions, you can control the next and previous status of the process. Also, it is possible to define authorizations to control which users are allowed to complete the transition. There is also an option where a user-defined validation method can be used for each transition.