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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Put a Customer AUTOMAT...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Put a Customer AUTOMATICALLY On Hold

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Posted on by Simi Sen 15

Hello D365 Forum,

As a general question - is it possible to AUTOMTICALLY put a Customer account ON HOLD? Just to specify bit further, I am not referring to putting Sales Orders On Hold which is possible via Credit management module........I am specifically referring to the Customer account.

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  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 19,854 Most Valuable Professional on at

    Hi,

    You might if you use collection letters.

  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,797 Most Valuable Professional on at

    You need to define credit hold policy.

  • D365 N00b Profile Picture
    D365 N00b 129 on at
    Hello everyone

    I recently encountered a situation where I needed to address overdue customer invoices. I'm aware of using a collection letter sequence, but I'm curious if there are alternative methods to handle this. Let me provide an example:
    Suppose we have customer invoices that are overdue by more than 30 days. In such cases, our system needs to take automatic action, like blocking accounts with open invoices that have been overdue for more than 30 days.
    I'm seeking insights and suggestions on approaches beyond the collection letter sequence to achieve this. If anyone has experience or advice to share, I would greatly appreciate it.
    Thank you in advance for your assistance!

     

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