With this Clever Trade Plus feature we added functionality to prevent the creation of Warehouse Shipment or Inventory Pick from a "Sales Order" if the status is not Released.
There are two new fields added to the "Sales & Receivables Setup" screen:
- Prevent Inventory Pick for Unreleased Orders
- Prevent Whse. Shipments for Unreleased Orders
If the Prevent Whse. Shipment for Unreleased Orders field is enabled, an error message is shown when attempting to create a Warehouse Shipment from an Open "Sales Order" using the Create Warehouse Shipment action.
If the Prevent Whse. Shipment for Unreleased Orders field is not enabled, a "Warehouse Shipment" can be created as standard and the "Sales Order" will automatically be released.
If the Prevent Inventory Pick for Unreleased Orders field is set to TRUE, an error message is shown when attempting to create an Inventory Pick from an Open "Sales Order" using the Create Inventory Put-away/Pick action.
If the Prevent Inventory Pick for Unreleased Orders field is set to FALSE, an "Inventory Pick" can be created as standard and the "Sales Order" will automatically be released.
Prevent Printing or Sending Prior to Release
The Prevent Print/Send Prior to Release option ensures that documents cannot be printed or emailed until they have been released.
When this option is enabled in the "Sales & Receivables Setup" or "Purchases & Payables Setup" screens, the system will block the standard Print and Send actions on documents such as "Sales Quotes", "Sales Orders", "Sales Invoices", "Sales Credit Memos", and "Sales Return Orders" where the status is not Released.
If this option is disabled, standard Business Central behaviour applies and documents can be printed or sent regardless of their status.
This control helps maintain process integrity by ensuring that only approved documents are distributed externally.
Warning on Attachment
An additional option has been added to both the "Sales & Receivables Setup" and "Purchases & Payables Setup" screens to provide a warning when sending documents without attachments.
When enabled, the system will display a warning if a user attempts to send a document by email without any attachments, helping to prevent incomplete communication and ensuring that supporting files are included where required.