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Customer credit groups - D365FO - Credit management feature

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Posted on by ThuNgo

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Dear experts,

I have questions below related to Customer credit groups.

As mentioned, Credit limit on Customer credit groups will be checked first, if Credit limit amount is passed, it will check the individual customer’s total limit (included Temporary credit limit/ Credit limit and Insurance and guarantees).

As my testing:

I. Setting for Customer credit group: Credit limit: 1,000,000.00

II. Setting for Customer 000001, entity USMF: Total Credit limit: 18,000

III. Create Sales order value: 1,000,001.00

As my understanding, the blocking reason should has 1 reason Exceeded credit limit (Exceed Customer credit group)

But the result is not:

Please help me advice,

Thank in advance,

Best regards,

Thu

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Manikanda_Gopal 48 on at

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RE: Customer credit groups - D365FO - Credit management feature

Hi ThuNgo ,

Its look like some other blocking rule (Days overdue and Sales order) are configured..

Please navigate to the form 'Credit and collections/Setup/Credit management setup/Blocking rules' and see what rule has been configured?

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saurabh bharti 15,039 Moderator on at

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RE: Customer credit groups - D365FO - Credit management feature

Can you share blokcing rules snapshot?

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ThuNgo 978 on at

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RE: Customer credit groups - D365FO - Credit management feature

Hi,

Below is the setting for Due date and Sales order

Thank you.

Thu

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Manikanda Gopal 258 on at

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RE: Customer credit groups - D365FO - Credit management feature

Hi ThuNgo,

You have configured sales order blocking rule with account code of All and with the sales order amount of 500,000. As per this setup if you a create sales order more than 500,000, system will put the order into credit hold list for all the customer with the blocking reason of sales order.

Example: In this case, you have created the sales order with the amount of ‘1,000,001.00’ which is greater than 50,000 that is the reason system has put the order into hold list with the blocking reason of sales order.

Please refer the below blogs for more information.

docs.microsoft.com/.../cm-sales-order-credit-holds

www.d365fandom.com/.../credit-management-blocking-rules.html

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Carlos Eduardo Joos 20 on at

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RE: Customer credit groups - D365FO - Credit management feature

Dear Thu,

Did you found a solution?

I'm facing the same issue. I may be wrong. But it seems that we have a bug on this. Please correct me if I'm wrong.

Kind regards,

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