D365- Bankruptcy box check

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Posted on by MH-12092052-0

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Greeting,

In D365 from a credit perspective; if an account files for bankruptcy where can I check the box that stipulates that xyz account is bankrupt, is it the below?

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Jonas "Jones" Melgaard 4,926 Most Valuable Professional on at

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There is no checkmark as such, but there are a few things you can do to signify that the customer is under bankruptcy.

We have normally advised our customers (when I worked as a consultant) to do the following:

- Add a pre/postfix 'Bankruptcy' or 'Under bankruptcy' (although in Danish) to the customer name, so it's clear to the accounts receivable department.

Under 'Credit and collections':

- Set 'Invoicing and delivery on hold' to 'All', so no additional transactions can be placed on the customer.
- If using credit management, create an account status similar to 'Bankruptcy' with 'Invoice and delivery on hold' set to 'All', and add that status to the customer.

It would look something like this:

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André Arnaud de Cal... 300,915 Super User 2025 Season 2 on at

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Moved the question from the General to the Finance forum.

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MH-12092052-0 301 on at

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@jonas, Hello how do I link the status to the customer, I wen in as per your below screenshot but could not find a way yo link it to xyz customer

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Jonas "Jones" Melgaard 4,926 Most Valuable Professional on at

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Directly on the customer, like this - But only if you use credit management.

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Alireza Eshaghzadeh 14,672 Super User 2025 Season 2 on at

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Hi,
Like Jonas mentioned to block a customer, you need to sett "Invoicing and delivering on hold" to "All" or "Invoice". If you use credit management, you can add this as alternative on "Account status"

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MH-12092052-0 301 on at

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I tried following the below steps to mark account as bankrupt, but the dropdown is blank

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Alireza Eshaghzadeh 14,672 Super User 2025 Season 2 on at

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Hi,
You need to define a new record on Account status first. In order to do so, navigate to Credit and collections > Setup > Credit management setup > Account statuses. If you dont have access to this form, you need to ask sysadmin to add this setup.

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