Supply chain | Supply Chain Management, Commerce

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

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Posted on by AB-15050939-0

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

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Siv Sagar 4,236 Super User 2025 Season 1 on at

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

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
AB-15050939-0 6 on at

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

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
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Hana Xue Microsoft Employee on at

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

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

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