Skip to main content

Notifications

Announcements

Announcing Our 2025 Season 1 Super Users!
Announcing Forum Attachment Improvements!
News and Announcements icon
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Group Credit Limit
Finance | Project Operations, Human Resources, ...
Suggested answer

Group Credit Limit

(0) ShareShare
ReportReport
Posted on by SC-15050628-0 8
Hi everyone,
 
Does anyone has experience with group credit limit? Everytime I try to confirm a sales order, it gives the following error:
The group credit limit is not exceeded yet, however, the error appears. The following parameters have been enabled:
  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Group Credit Limit
    Hi,
    When a blocking rule is triggered, it results in a credit management hold on the sales order. When attempting to post a confirmed sales order, one receives an error: Order has been sent to credit management.
    You can navigate to Credit and collections > Credit management hold list > All credit holds. In the document status check field, you can see the action of triggering credit management hold according to blocking rules. The Credit Hold Reason field will tell you the reason for the hold. If there are multiple reasons, you need to click the Blocking Reasons button to see all the reasons.

    For details about credit management blocking rules, please check this document:
    Credit Management Blocking Rules: Dynamics 365 Finance and Operations – Dynamics Tips (dynamics-tips.com)
    Best Regards,
    Hana
  • Martin Dráb Profile Picture
    Martin Dráb 230,853 Most Valuable Professional on at
    Group Credit Limit
    Moved from D365 general forum to the Finance forum, because it seems to be about F&O and not about D365 in general. Please let me know if you disagree.

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

News and Announcements

Announcing Our 2025 Season 1 Super Users!
Announcing Forum Attachment Improvements!

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Congratulations to the January Top 10 leaders!

Check out the January community rock stars...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,996 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,853 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans