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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Removing AR Customer C...
Finance | Project Operations, Human Resources, ...
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Removing AR Customer Credit Cards

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Posted on by CW-01081856-0 41
As we have started accepting credit card payments in D365, we have found that sometimes we are able to remove/delete a customer card from the customer master data and sometimes the option is disabled.  We have tried to look at open sales orders that may have a pending authorization but can't seem to find what open transaction is not allowing the credit card to be deleted from the customer record. 
 
Most of the time- we are able to delete a credit card off the customer account.  Once in a while the option is greyed out and we can't tell what open transaction might be blocking it from being deleted.
 
Any guidance on how to find what's preventing the card from being deleted would be appreciated.
 
 
 
 
Categories:
Dynamics 365 Finance
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    CW-01081856-0 Profile Picture
    CW-01081856-0 41 on at
    Hello,
     
    Since posting this question we have discovered that there was a pending transaction on a sales order.  The difficult part of finding it was the fact that the sales order was in an Invoiced Status but the Card payment was still in an Authorized status.  Once the authorized card was removed from the sales order/invoice- the card was able to be removed from the customer account.
     
    It would be nice if there was a report to list pending card transactions to help identify the sales order document.
     
    We can mark this as resolved.
     
    Thank you,
     

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