web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
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

(0) ShareShare
ReportReport
Posted on by vishal.sai.b 72
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
I have the same question (0)
  • Suggested answer
    Mohamed GRAIB Profile Picture
    Mohamed GRAIB 2,504 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 72 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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Supply chain | Supply Chain Management, Commerce

#1
Mallesh Deshapaga Profile Picture

Mallesh Deshapaga 296

#2
Laurens vd Tang Profile Picture

Laurens vd Tang 234 Super User 2026 Season 1

#3
Syed Haris Shah Profile Picture

Syed Haris Shah 145 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Quality order uses default receipt location instead of actual physical receipt location

Product updates

Dynamics 365 release plans