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

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Posted on by vishal.sai.b 10
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
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Warehouse Management
General
  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    sales order on hold bypass the credit check during the load planning
    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
  • vishal.sai.b Profile Picture
    vishal.sai.b 10 on at
    sales order on hold bypass the credit check during the load planning
     
    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
    Mohamed GRAIB Profile Picture
    Mohamed GRAIB 2,498 Super User 2024 Season 2 on at
    sales order on hold bypass the credit check during the load planning
    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,

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