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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Auto release credit ho...
Finance | Project Operations, Human Resources, ...
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Auto release credit hold in other than the batch setup company

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Posted on by Daniel Yang 62
After we setup the batch for auto release of credit hold, 
we found the credit hold in other companies are also be released automatically.
How could this be happening? 
Can this auto-releasa function per company?
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 15,786 Most Valuable Professional on at
    Auto release credit hold in other than the batch setup company
    I believe, it is because the customer can be a customer on more than one company as well. Can have the same counterpart.
     
  • Jonas "Jones" Melgaard Profile Picture
    Jonas "Jones" Melgaard 1,920 on at
    Auto release credit hold in other than the batch setup company
    The credit holds are shared across companies (e.g., credit holds in USMF are visible in USPI).
     
    From an accounting perspective, my take is that this happens because an intercompany order in one company might trigger a credit hold in another, and for the automatic update to work, it needs to process all companies.
     
    From a technical perspective, the batch job simply emulates the form. If you open it in one company, it will show all credit holds.
  • Daniel Yang Profile Picture
    Daniel Yang 62 on at
    Auto release credit hold in other than the batch setup company
    Hi, Jonas
     
    Thanks for your reply.
    It's right for what we are doing now.
    It's very weird that processing block rules in all companies.
    Does anyone know why the standard D365 does so?
  • Suggested answer
    Jonas "Jones" Melgaard Profile Picture
    Jonas "Jones" Melgaard 1,920 on at
    Auto release credit hold in other than the batch setup company
    Hi Daniel,

    I assume you are starting the batch job this way, with batch job enabled and recurrence?
     
    If so, yes then it's expected behavior. It will process blocking rules in all companies.
     

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