Hello Everyone,
As per the standard setup, when we define the blocking rule for credit limit used system block the sales order if there is no credit available and order amount is more than zero and in case of zero it allows to process that order even if credit limit is not available.
Is there a way to also block the sales order if sales order if of zero price and credit limit is not available.
Thanks in advance!
Regards,
Jaydeep
Hi,
There are some previous tread which are created like Credit limit check for customer sales order or the standard documentation of microsoft Credit holds for sales orders | Credit Limits
Hi Jaydeep,
Isn't the credit limit issue that you mention one related to your master data (customer) setup?
Can't you ensure that all of the customer data are complete for example by making the field a mandatory field, using templates or workflows or alerts that inform other to double check the data setup?
The issue with the zero price is indeed one that can cause some problems. Here, I have seen companies making some modifications in the past. Would recommend having a chat with a developer for this issue.
Best regards,
Ludwig
Hi Ludwig,
Thank you for response!
In this scenario credit limit is setup on master and when it is exhausted, system should even not allow zero priced orders to be confirmed for that customer.
Please let me know if there is any way to do so.
AX should do this check if you set the AR parameter for the credit limit check to balance+all.
Not sure if this works for $0 orders. Can you please double check that.
In case the check is not run for $0 orders, have a chat with a developer to see what can be modified.
I have enabled Credit management and as per that I have set blocking rule for Credit limit check.
It is blocking the orders if credit limit is not available and Sales order amount is greater than $0,
However, it is not working if sales order amount is equal to $0, and it allows to process the order.
Also, credit limit check is set to "Balance +All"
Since this is a feature added, it doesn't allows to extend it and make technical changes as well.
In this case, I would recommend reaching out to the MS support and/or making an extension request to MS.
They will review it and might allow an extension to cover your issue.
Thanks for suggestion!
how did you manage to set such blocking rule?
We can set a blocking rule for sales order amount but not simultanously with missing credit limit....
I found a solution. Just have to select "Mandatory credit limit" on customer level
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