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Hi Anthony,
You should use "Invoice" option instead of "All" option. That way you can't ship more but still able to enter payments for existing receivable. Have you tried with Invoice option?
Invoice cannot regulate create new SO. I want to stop all transactions except "Customer payment journal" for the customer.
No other way to hold customer in the above scenario?
No other option. Even though SO can be created, but can't be confirmed/pick/pack/ship. If your requirement can't be met based on Invoice, then you have to extend the solution based on your requirement. Suggest that you use the standard solution as users won't be able to process the order anyway.
Hello Anthony,
Could you consider using credit rating to control that?
When creating a new SO and add lines with amount, it will throw the error to stop the following operations(delivery, invoice)
What you describe is a common 'pain' that I often see in customer projects.
Can you please report this on the ideas experience dynamics site to Microsoft so that we will get this fixed soon?
Another possible workaround is setting the customer on hold for all transactions, which prevents the creation of sales orders.
Once he makes a payment you have to manually change this hold, record and settle the payment and then put the 'ALL' hold option back.
Best regards,
Ludwig
Yes, we can consider the scenario that the customer is bad credit status and we consider to stop the business. But still remaining the pending payment from the customer for existing receivable. And the workaround is enough for us at this time. But hope AX have this function in future. I'll post IDEAS.
Please share the link to the Idea once posted so that also other community members can vote for that.
If there is nothing else left open for this question then please be so kind and verify the answers.
Many thanks and best regards,
Under review
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