Dear Madam/Sir,
Do you see any option to include picking routes in the customer balance/credit considerations?
Currently the standard functionality in D365 only seem to include pending invoices, orders on picking slip ... to calculate the credit status of a customer.
In our organization, due to the 3PL setup, there is quite a time gap between release of a picking route and packing list. This often results in a release of goods to a customer which has already exceeded their credit (by the value that is still in picking route status).
For example; Customer A has a credit limit of 100K and outstanding invoices for 70K, it seems that it has therefore 30K worth of credit to release orders against.
On Tuesday we have inventory worth of 20K to release to customer A, the packing slip will only come in around friday from the 3PL. On Wednesday we have 25K worth of inventory to release for the customer .... this gets released because the credit limit check is against the actual limit (100K) and any outstanding packing slips. So while the customer had only 30K of credit left, 45K was released.
If anybody sees options to manage this within D365, I would much appreciate your input. Currently we are trying a patch-work of Excel.
Kind regards,
Koen
