Hi,
We will be using AX 2012 R2 functionality of credit limit blocking (error).
What are the releasing strategies in releasing credit limit blocked?
Thanks
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Could you provide more information? Are you refusing to take the order with the block? What is the setting and what does it prevent? Are you using order holds? What are you looking to "release" once the credit has been satisfied?
Above will be our setup for AR parameter credit rating.
My question is, how can we release the order without settling outstanding account or extending credit limit?
Hi Charm0619,
I think every project I worked on has customised some part of the Sales credit check process...
Those parameters block the Posting of certain Sales order updates (Confirmation, Packing slip, Invoice). If you wish to bypass the block of one of those updates for a particular Sales order, go to the Other tab on the posting form and change the Check credit limit parameter to None. As long as the customer does not have Mandatory credit limit ticked, the credit check will be bypassed and the update will be successful.
So, for example, you could use Confirmation to indicate when the entry of a Sales order is complete and that it has passed a credit check. You'll know that Confirmed sales orders are 'released'.
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