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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / sales order on hold by...
Supply chain | Supply Chain Management, Commerce
Suggested Answer

sales order on hold bypass the credit check during the load planning

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Posted on by vishal.sai.b 74
sales order on hold by credit management at point of sales order confirmation, are bypassing the credit check during the planning phase 
Do we have parameter or setup to prevent  the sales order line on hold to move in load planning, 
how can we avoid the sales order line on hold to move into load planning with our by passing the credit check
  • Suggested answer
    Mohamed GRAIB Profile Picture
    Mohamed GRAIB 2,508 Moderator on at
    Hi, 
     
    Yes, you can configure this. You can follow this link 
     
    Hope that's helpful
    Please mark answer as verified if that's help.
     
    Regards,
  • vishal.sai.b Profile Picture
    vishal.sai.b 74 on at
     
    Sales order credit hold setup is already in place and the check point is at confirmation level only still the order are moving into the planning 
  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Hi,
    Customer credit checks will get functionality that will automatically apply a Credit hold to a sales order if the credit limit is exceeded. If the customer credit check fails for a Sales order, a credit hold will be invoked:
    Each line on the sales order with a credit hold value of “none” will be set to “on hold.”
    Each line on the sales order with a current credit hold value of “override” will be set to “on hold” if the sales order line amount exceeds the “approved line amount” value.
    You can also refer to the steps provided by this blog with screenshots. https://www.instructorbrandon.com/d365-credit-hold-definitive-guide-to-manage-credit-reports-risks-for-sales-orders/
    And you can try to check your credit management parameters:    Credit management parameters setup - Finance | Dynamics 365 | Microsoft Learn
    Best Regards,
    Hana

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