D365: How to hold customer for posting transactions

In order to stop customer from making transactions, on hold feature can be used. There might be the different reasons for preventing from posting the transactions:

• customer is no longer available
• credit clearance issue
• customer has repeatedly defaulted on payments and we choose not to sell him anymore
• customer has been blacklisted

So temporarily or permanently block customers, follow the steps below

Go to Accounts receivable > Customers > All customer

Select the customer to block

Click on Customer account link

Expand Credit and collections fast tab

Pay attention to the Invoice and delivery on hold field. There are several options:

No – Customer is not blocked with any transactions.
Invoice – Customer is blocked with posting picking lists, packing slips, invoices, including free text invoices
All – Customer is blocked with posting all transaction types, including free text invoices, customer invoices, and payments.
Payment – Invalid option for customer.
Requisition – Invalid option for customer.
Never – Customer is never put on hold for inactivity.

Let’s try on each option

First off, select the unavailable options for the customer – either Payment or Requisition.

The system response will be an error message “Entered value is not valid for the ‘Invoicing and delivery on hold’ field”.

Next option is ‘All’

Go to General ledger > Journal entries > General journals

Create new journal and click Lines

In the Account type select Customer

In the Account select blocked customer

The system response will be an error message “Customer ### is stopped” and it will not allow you to save the record.

By the way, if you want to see the list of customers that are on hold, you can navigate to Accounts receivable > Customers > Customers on hold

Next option is ‘Invoice’

With this option Free text invoice can be created, but cannot be posted

Go to Accounts receivable > Invoices > All free text invoices

On the sales order, you will be able to create new order and even confirm it, but Invoice options as well as Pick and pack options will be read-only.

Once you change the customer back to ‘No’, all options will be editable.

This is an additional advice for people who cannot post inventory or customer documents for the sales order due to menu items unavailability. You have to check the status of the selected in the sales order customer. It could be on hold!