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Credit management hold are not working if the credit limit is set to Zero

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Posted on by Karthik Shriramneni

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Here is my understanding

As per the legacy credit limit setup , if the Credit limit 0.00 then it is equal to unlimited credit limit , If the credit limit is define then system will do the credit limit check based on the rule type defined in the parameters.

Where as if we enable credit management module we have separate option for "Unlimited credit limit", hence if the "Unlimited credit limit" set to false and credit limit is set to 0.00 , system should check for the credit limit check and send the orders to credit management hold. But dynamics is not doing the credit limit check at all if the if the "Unlimited credit limit" set to false and credit limit is set to 0.00 .

Is my assumption right ? Is zero credit limit = to unlimited credit limit even with the new credit management process ?

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Dynamics 365 Finance

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Adis 6,486 Super User 2026 Season 1 on at

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Hey,

I ll add your screenshots, since they arent visible in your post. Its a bug and about to be fixed soon (the screenshots).

Kind regards, Adis

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CA Neeraj Kumar 5,099 Super User 2026 Season 1 on at

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Hi Karthik,

It works with additional parameter of Mandatory Credit limit = Yes, then blocking rules will help. Refer the article: https://learn.microsoft.com/en-us/dynamics365/finance/accounts-receivable/credit-hold-faq

Extract from the article:

If I set a credit limit of 0.00 USD for a customer, does that customer have unlimited credit?

When Credit management is enabled, a credit limit of 0.00 indicates that the customer has no credit. To use the blocking rules to put a sales order on hold with 0.00 credit limit, set the Mandatory credit limit option to Yes on the Credit and collections FastTab of the customer record.

If the customer should have unlimited credit, on the Credit and collections FastTab of the customer record, set the Unlimited credit limit option to Yes.

A credit limit of 0.00 indicates unlimited credit only when Credit management is disabled. This behavior is part of the "old" credit functionality.

And this document gives more detail if you are using the Credit group as well:

https://learn.microsoft.com/en-us/dynamics365/finance/accounts-receivable/credit-limit-scenarios

Regards, NK

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Karthik Shriramneni 157 on at

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Hi @CA Neeraj Kumar, Thanks for the reply. Right now we are using it in the similar manner. We have enabled mandatory credit limit.

"When Credit management is enabled, a credit limit of 0.00 indicates that the customer has no credit. To use the blocking rules to put a sales order on hold with 0.00 credit limit, set the Mandatory credit limit option to Yes on the Credit and collections FastTab of the customer record."

-- This sentence has two different statements and the second statement contradicts the first one.

"A credit limit of 0.00 indicates unlimited credit only when Credit management is disabled. This behavior is part of the "old" credit functionality." -- But the behaviour is same in new credit management functionality.

I too think there is a bug

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Karthik Shriramneni 157 on at

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hi @Adis , Do you have any idea about in which release MS is going to fix this. Are you aware of any article where MS claims it has a bug.

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BillurSamdancioglu 20,516 Most Valuable Professional on at

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Was used to work like there is no limit when it is zero.

This maybe the case.

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