Microsoft Dynamics AX (Archived)

Automatic block of the customer if amounts past due

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Posted on by Veronika Filonenko

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Hello AR specialists,

I have 2 questions around the standard credit limit functionality.

1) Is it possible to automatically block the customer for invoice (at the moment that we chose him for a new SO creation would be the best) ?

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2) in the Credit and collection module or workspace, where do we see information about the credit limit balance? this is where the Docs refer us, but there is nothing to be found.

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FYI, my customer is Yellow Square and the only place i found useful, to get the information that i need from, is in the master on the customer tab - Balance.

But this is way to far, i need to see and access this information from multiple action panes.

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Ludwig Reinhard Microsoft Employee on at

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Hello Veronika,

Let's start with no 2:

The credit limit field can be personalized into the aged balance list page that you show in your screenshot.

For no 1:

Why would you block the customer from receiving an invoice if he is above the credit limit? Shouldn't the credit limit hit at the time the SO is created to prevent that the items are delivered? Otherwise, you deliver something and cannot be sure to receive your money.

Best regards,

Ludwig

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Veronika Filonenko 1,261 on at

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Hi Ludwig,

thanks a lot, I figured out point 1 not long after I posted my question :)

To answer your question on point 2, you are correct I don't want to block my customer from 'invoice', that is for sure. but more overly I wanted the customer to be blocked from being able to buy more. But in the collection tab in the customer master, there is no such option. But there is an option for the customer to be blocked for Requisition which I think,. must not be very useful!

I know that i am able to put the customer Sales Order on hold with the credit limit functionality, but I would have wanted for the user to not be able to create an order for this customer in first place.

I believe that this logic is a customization.

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Sohaib Cheema 49,677 Super User 2026 Season 1 on at

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In AX nothing happens on financial or inventory side unless product is received or picked. Till confirmation of Sales order system is safe. But, in real world, few or many people, don’t want to generate confirmation of Sales order if customer is blocked. Many don’t want to create even sales order, if the customer is blocked. That’s completely makes sense, as per business process of many organizations.

I cannot see anything in standard AX to support that. There should be two more options in AX.

1) Sales Order creation On-Hold (totally disabled).

2) Sales order confirmation On-Hold (totally disabled).

Customization of existing system seems the only way for this.

Other than these two points you can block things like invoicing, picking, packing etc. using standard system.

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Ludwig Reinhard Microsoft Employee on at

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Hi Veronika,

Totally agree with Sohaib. To get this implemented in the way you require, a system modification might be necessary.

Best regards,

Ludwig

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