How to block CSR from Entering orders when an account is over the Credit Limit

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Posted on by MH-12092052-0

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Greeting all,

If a customer is over their credit limit, and I want to ensure that CSR will be blocked from entering an order, where do I need to go to do that.

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Dynamics 365 Finance

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Sohaib Cheema 48,203 User Group Leader on at

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How to block CSR from Entering orders when an account is over the Credit Limit

Hi @MH-12092052-0

I have briefly looked at this and have not been able to find the connection between the field (account status) and the new credit management, as how to auto-update it.

I would suggest we leave it for any experts to provide their opinion as there may be a way that we are not aware of.

Meanwhile, I would suggest you to open a support ticket with the Microsoft to find out if this is viable without customization.

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MH-12092052-0 240 on at

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How to block CSR from Entering orders when an account is over the Credit Limit

Hello Sohaib, that part I know, and yes please if you can find out, kindly let me know, thanks

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Sohaib Cheema 48,203 User Group Leader on at

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How to block CSR from Entering orders when an account is over the Credit Limit

For that you need to set the customer Account status to On-Hold, which will block everything. As soon as i find sometime, I would try to find out how you can automate it via credit management. Setting customer to On-Hold does the job.

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MH-12092052-0 240 on at

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How to block CSR from Entering orders when an account is over the Credit Limit

I did that. but I want to make sure that when the credit limit has been utilised, CSR will not be able to enter any additional order.

If the CL is $15,000 , and we reached $15,000, & CSR has an order of $5,000 to enter the system will know that we are at the masimum, is what I did here sufficient.

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Sohaib Cheema 48,203 User Group Leader on at

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How to block CSR from Entering orders when an account is over the Credit Limit

Hi,

You can implement blocking rules https://learn.microsoft.com/en-us/dynamics365/finance/accounts-receivable/cm-sales-order-credit-holds

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