Credit limit check. Customer with a negative balance (Prepayment) ends in credit hold

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Posted on by Hanna85

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Hi there

I'm struggling to understand the logic in my scenario.

We've setup the credit management general rule to check to "Balance & All". The only rule in the credit hold rules we have, is to block the sales order if it's over the credit limit.

The customer has 0 credit limit but a balance of -100'000. The sales order amount is 100'000.

How come the order is being blocked? Is it a timing issue, do we have to calculate the customer collections beforehand?

Thanks

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Dynamics 365 Finance

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CA Neeraj Kumar 1,966 on at

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Credit limit check. Customer with a negative balance (Prepayment) ends in credit hold

Hi Hanna,

Please share the screenshot of this page or you can validate the threshold % setup. As per my understanding, you are using only this section not others.

Regards,

Neeraj Kumar

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André Arnaud de Cal... 298,320 Super User 2025 Season 2 on at

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Credit limit check. Customer with a negative balance (Prepayment) ends in credit hold

Hi Hanna,

I haven't had a scenario before where credit management was used for prepayments. Have you tried setting up a credit limit of 1? Maybe the issue is with the outcome of the calculation being zero, or a direct shortcut to stop all, as the credit limit is zero.

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