Dynamics Community Forum Thread Details

Release to Warehouse of Load Generating Credit Holds for Sales Orders fully invoiced

Hi,

It happens very rarely but not sure why. The warehouse operations team create a load and add sales order lines to it. The then they release the load to the warehouse. For some reason, as well as orders to Credit management from the load the system also appears to be pushing hundreds of other orders to credit management at the same time. These other orders are fully invoiced orders from months ago that were not even included in the load to start off with (because they are fully invoiced there are no open order lines on these orders to even allow the warehouse team to attempt to include them in a load).

We have not been able to replicate the issue in a test environment, its happened in the production environment (maybe once a month on average).

Our Credit team are having to reject the credit holds for these orders with no outstanding sales total to remove them from the list - good thing is they can reject multiple credit holds at the same time so its not as time consuming. But it would be still good to know why this is happening. As confirmed above, these are orders with no outstanding sales value and were not included on the load, so they should not be getting pushed to credit management at all.

We have had a look through the load planning filters and generally everything looks as expected.

One observation is, that we first had the issue about a week after setting the below parameter to Yes (removed blocked load lines), but we had to do this to cater for another issue we were having with loads operationally.

Thanks

Categories:

Dynamics 365 Finance

Good morning, afternoon, or evening :) depending on your location!

This issue seems to be related to the "Remove blocked load lines" parameter being set to "Yes" in the Transportation settings. When this parameter is enabled, it can inadvertently trigger unexpected behavior in the system, such as pushing fully invoiced orders to credit management, even though they were not included in the load.
Here are some potential causes and solutions:
Possible Causes:

System Logic for Credit Management:
- The parameter might be causing the system to re-evaluate all sales orders, including fully invoiced ones, against credit management rules. This could happen due to a misconfiguration or a bug in the system.
Data Corruption or Inconsistencies:
- There might be inconsistencies in the data for fully invoiced orders, causing the system to incorrectly flag them for credit holds.
Batch Job or Process Interference:
- A background process or batch job might be interfering with the release to warehouse process, leading to unintended credit holds.

Solutions:

Review Credit Management Blocking Rules:
- Check the blocking rules in Credit Management to ensure they are not inadvertently applying to fully invoiced orders. You can find these settings under Credit Management > Setup > Blocking Rules.
Test with Parameter Disabled:
- Temporarily disable the "Remove blocked load lines" parameter and monitor the behavior. If the issue stops occurring, it confirms the parameter's role in triggering the problem.
Analyze Batch Jobs:
- Review the batch jobs running during the release to warehouse process. Look for any jobs related to credit management or sales order evaluation that might be causing the issue.
Check for Updates or Hotfixes:
- Verify if there are any updates or hotfixes available for Dynamics 365 that address similar issues. Microsoft might have released a fix for this behavior.
Enable Logging:
- Turn on detailed logging for the release to warehouse process to capture more information about why fully invoiced orders are being pushed to credit management.
Consult Microsoft Support:
- If the issue persists, consider reaching out to Microsoft Support for assistance. Provide them with detailed logs and observations to help diagnose the problem.