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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Managing Credit Holds ...
Finance | Project Operations, Human Resources, ...
Answered

Managing Credit Holds for Multiple Legal Entities in one forum

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Posted on by Umar Ali 92
Hi,
 
We have multiple legal entities but a central finance & credit team function. The central credit team manage the credit holds for all legal entities. 
 
As it stands they need to go into each entity to review and manage the credit holds. 
 
I was wondering if there was a way within D365 that the credit holds for multiple legal entities could be managed in one central forum/consolidated entity view?
 
Thanks
  • Verified answer
    Jonas "Jones" Melgaard Profile Picture
    Jonas "Jones&q... 5,016 Most Valuable Professional on at
    Hi Umar,
     
    The "All credit holds" and related forms will show credit holds across all legal entities. Unless you are talking about BC and not F&O.
    In this example, I have forced a credit hold in the "USMF" legal entity, but the current legal entity is "USRT".
     
     
    I have added the "Company" column to the grid for easier visibility.
  • Umar Ali Profile Picture
    Umar Ali 92 on at
    thanks for your help. That's great. 

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