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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Credit Management on o...
Finance | Project Operations, Human Resources, ...
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Credit Management on order line level

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Posted on by Unknown geen idee 124

Does D365 Finance and Operations allow for credit management based on (available) orderline level?

We frequently encounter a situation where sales order lines do not get released because the total amount of the sales order exceeds the credit limit of the customer account.

For example, a sales order has 20 lines at 1000 USD per line with a total value of 20K USD. The credit limit for the customer is 10K USD.

Our inventory has 5 order lines available for a total value of 5K USD. However, when we run the picking list and post this, the lines are not included.

We have run various scenarios and seem to narrow it down to a header vs orderline level issue.

  • Unknown geen idee Profile Picture
    Unknown geen idee 124 on at
    RE: Credit Management on order line level

    Thank you, appreciate the input/sharing, even though it is not what I wanted to hear. 

  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 15,039 Super User 2024 Season 2 on at
    RE: Credit Management on order line level

    Hi Koan,

    In my opinion, system check the credit limit for compete order total not for the lines. We do not have option for line level credit check.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Credit Management on order line level

    This feature does not exist in out of box. 

  • Unknown geen idee Profile Picture
    Unknown geen idee 124 on at
    RE: Credit Management on order line level

    Hello Ludwig, All,

    Is there anyone who could help me answer the question on credit management on orderline level?

    Maybe within this forum or maybe you can refer me another source?

    Thank you in advance,

    Koen

  • Unknown geen idee Profile Picture
    Unknown geen idee 124 on at
    RE: Credit Management on order line level

    Hallo Ludwig,

    Thanks for your interest.

    As per your example above, I would expect 10 lines to be released, correct.

    To elaborate on the context, the business I am in work with something like standing orders/contracts, a limited supply and relative low credit limits. The standing orders on a header level exceed their credit limit. The supply is limited such that a entire order is almost never fulfilled as a whole within a reasonable time frame.

    Hence the need for orderline level management of order release (and thereby credit management).

    Thank you in advance for any insights you can share.

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Credit Management on order line level

    Hello Koen,

    If I follow your example with the SO and the 20 lines a 1000 USD.

    If the customer has a credit limit of 10K USD, what would you expect the system doing?

    Allow entering 10 lines a 1000 USD each and prevent entering additional lines?

    Would be great if you could elaborate.

    Many thanks,

    Ludwig

  • Jaydeep Chandnani Profile Picture
    Jaydeep Chandnani 100 on at
    RE: Credit Management on order line level

    Hi Koen, I had same requirement, so I commented to follow this trail.

  • Unknown geen idee Profile Picture
    Unknown geen idee 124 on at
    RE: Credit Management on order line level

    Hello Jaydeep, my name is Koen.

    Did you mean to reply/answer my question above. I do not see any comments.

  • Jaydeep Chandnani Profile Picture
    Jaydeep Chandnani 100 on at
    RE: Credit Management on order line level

    Following

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