Hi everyone
A customer made a advance payment and the sum of the advance payment amount and the credit limit amount equals the sales order net amount but while confirming the SO it got transferred to credit management hold list
Example:
credit limit: 1000
Advance payment: 1500
SO total amount : 2500
And the reason for the hold was "Exceeded credit limit"
why did this order went hold even though it does not exceeded the credit limit??
Thanks & regards
karthi
Hi Sreepriya,
The error was cleared by changing the blocking rules.
thanks,
Hi Karthi,
I am not sure how you made advanced payment and linked to Sales order, but the reason for system keeping the sales order into credit hold list is due to the field Message when exceeding credit limit is set to 'error' in Credit and collections parameters > Credit.
Please refer the document for more information : Credit holds for sales orders - Finance | Dynamics 365 | Microsoft Docs.
By setting the 'Message when exceeding' credit limit is set to 'warning' will help you in over coming this since system will just show the warning but it will not take the sales order into credit hold list.
If you still see that advanced payment should consider before taking the sales order into credit hold list, then please log a case with Microsoft support to get an official feedback on this requirement.
Hope this helps.
Thanks,
Sreepriya.
Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.
Note: This post is my own opinion and does not necessarily reflect the opinion or view of my company.
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