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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Customer credit groups...
Finance | Project Operations, Human Resources, ...
Suggested answer

Customer credit groups - D365FO - Credit management feature

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Posted on by ThuNgo 976

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

pastedimage1631593731740v1.png

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

pastedimage1631593798627v2.png

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:

pastedimage1631594069928v7.png

Please help me advice,

Thank in advance,

Best regards,

Thu

  • Carlos Eduardo Joos Profile Picture
    Carlos Eduardo Joos 20 on at
    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,

  • Manikanda Gopal Profile Picture
    Manikanda Gopal 250 on at
    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

  • ThuNgo Profile Picture
    ThuNgo 976 on at
    RE: Customer credit groups - D365FO - Credit management feature

    Hi,

    Below is the setting for Due date and Sales order

    pastedimage1632970086038v2.png

    pastedimage1632970077374v1.png

    Thank you.

    Thu

  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 15,029 Super User 2024 Season 2 on at
    RE: Customer credit groups - D365FO - Credit management feature

    Can you share blokcing rules snapshot?

  • Manikanda_Gopal Profile Picture
    Manikanda_Gopal 13 on at
    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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