Credit Management does not support Commerce orders

Commerce orders do not support Credit Management and Credit Management Blocking Rules.  This should not block the Customer Credit Limit Check.

Below is the documentation and section of the document advising that Commerce is not supported:

https://docs.microsoft.com/en-us/dynamics365/finance/accounts-receivable/cm-sales-order-credit-holds#free-text-invoices-orders-and-project-invoice-support-in-credit-management

There was a bug in previous builds around Commerce orders not bypassing the Credit Management Blocking Rules and we were seeing errors when posting Commerce Statements such as "error:  While processing aggregation state Sales order is invoiced for this aggregation. transaction state Customer order invoiced, the invoice ID was empty after invoicing for this aggregation XXXXX" and Deadlock errors. 

These should be fixed when implementing build 10.0.22+.  After updating to at least 10.0.22, Class RetailCreditManExcludesSalesOrderToggle will set the SalesTable.CreditManExcludeSalesOrder to "Yes" for Commerce orders (Point of Sale, Online and Call Center) to bypass the Credit management code.

Free text invoices, orders, and project invoice support in Credit management

Credit management can only be used for Sales orders. Free text invoices, point of sales orders and call center orders will use the temporary credit limits and insurance/guarantees that you add to adjust the credit limit. They will not use the blocking rules and they will not be placed in the hold list if there is an issue with the credit limit.

There is no support for Project invoices in Credit Management.

Suggestion request:

We have seen customers who have added the Exclude from credit management flag to the Sales order form and set the flag to "No".  It was requested to have a parameter that will turn this toggle off for all orders.

After investigating the feature and the customer scenarios, having this feature enabled should not be blocking the customer credit limit check. The bug was intended to disable advanced Credit management for Commerce orders only.

If the customer instead wants the behavior controlled by advanced credit management, we have extension points that they can use to turn this on:

i.e. RetailCallCenterOrderExtensions_CredMan_Extension.xml, RetailCreateCustomerOrderExtensions_CredMan_Extension.xml

Disabling the feature will create more problems than fix for other scenarios such as the one in the bug.

The following Product suggestion has been created with the ask to support Commerce orders in Credit Management:

https://experience.dynamics.com/ideas/idea/?ideaid=4600118f-e67d-ec11-b820-0003ff45bdde