web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Manual release to ware...
Supply chain | Supply Chain Management, Commerce
Suggested Answer

Manual release to warehouse from Outbound load planning workbench with unconfirmed sales orders

(1) ShareShare
ReportReport
Posted on by AB-15050939-0 8
Hi,
 
We've had a recent issue where a user has released an unconfirmed sales order to the warehouse for picking which exceeded the customer credit limit, when they performed this operation an alert message appeared (below) stating the limit was exceed but the operation completed and we were able to pick and physically dispatch the product.
 
Is there any fixes that either make the release to warehouse operation fail, or is there a process (not including load planning filters) that can be implemented to remove this risk?
 
Thanks in advance
 
 
I have the same question (0)
  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Hi,
    You can check out this following documentation which mentions this error: Sales order <order number> Credit limit exceeded Open balance: <balance amount> Current order: <order amount> New balance: <balance amount> Credit limit: <limit amount> Credit excess: <excess amount>
    And it says that the type of message (error or warning) depends on the value of the Message when exceeding credit limit field on the Credit limits FastTab on the Credit tab of the Credit and collections parameters page. The message is shown because the Check credit limit on sales order option is set to Yes to specify that the credit limit should be checked on sales orders.
    These warning/error messages can't be suppressed, because they're the same messages that are used with free text invoices. They appear regardless of whether Credit management is enabled or disabled in Feature management. However, when Credit management is enabled, they can be ignored.
    Credit limit holds FAQ - Finance | Dynamics 365 | Microsoft Learn
    Best Regards,
    Hana
  • AB-15050939-0 Profile Picture
    AB-15050939-0 8 on at
    Hi,
     
    Sorry this doesnt answer my question.
     
    The issue is that unconfirmed sales orders shouldn't be allowed to be released to the warehouse as the sales order hasn't went through a credit check (as this happens when a sales order is confirmed).
     
    In the instance described because of this a user was able to dispatch a sales order which put the customer over the credit limit and left the business exposed?
     
    My issue is that either unconfirmed sales orders just shouldnt be visable/able to be released to the warehouse or I'd expect the credit check at the release to warehouse stage block the operation instead of allowing.
     
    Many Thanks
     
     
  • Suggested answer
    Siv Sagar Profile Picture
    Siv Sagar 5,277 Super User 2025 Season 2 on at
    Hi,
     
    This can be avoided once checkpoint are activated for the sales orders
    Below check points can be activated to avoid such scenarios.
     
    Regards
    Siv Sagar

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Supply chain | Supply Chain Management, Commerce

#1
Laurens vd Tang Profile Picture

Laurens vd Tang 298 Super User 2025 Season 2

#2
Siv Sagar Profile Picture

Siv Sagar 179 Super User 2025 Season 2

#3
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 121 Super User 2025 Season 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans