Credit holds for sales orders in Microsoft Dynamics 365 Finance and Operations cross-apps

Credit holds for sales orders in Microsoft Dynamics 365 Finance and Operations cross-apps

enable feature

Scenario to leverage

Number of days overdue
Accounts status
Terms of payment
Credit limit expired
Overdue amount
Sales order amount
Portion of available credit used

payment terms change

settlement discount change

Set up blocking rules and exclusion rules in Credit management > Setup > Credit management setup > Blocking rules

Once order is analyzed with rule it would be blocked or good to go

if blocked, could release from

Credit management > Credit management hold list > All credit holds