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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Does automatic credit ...
Microsoft Dynamics AX (Archived)

Does automatic credit hold functionality exist in Dynamics AX 2012?

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Posted on by Abigail Burke 350

Hello,

We are in the midst of a major conversion to Dynamics AX 2012. We have just been informed by our partner that credit hold functionailty does not exist in AX. We have been working on this project for over a year, but I think this slipped through the cracks because we never dreamed something so basic that exists in our antiquated ERP system would be missing from a package such as AX...we are quite suprised!

Anyway, does anyone know if there is ANY way, without customization, to accomplish the following:

In Sales Order Entry, if the total order amount of the order puts the Customer over their credit limit, the system will allow the order to be saved, but it will be "on hold" (not pickable). The AR department then reviews the order and decides to keep it on hold until the customer's balance is paid down, OR takes the order off of hold and allows it to go through to pick/ship.

Thanks SO much in advance for your reply!

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  • John Hannan Profile Picture
    John Hannan 1,235 on at

    Hi Abigail,

    You cannot release a specific order from credit hold if the customer is over the credit limit and hold functionality is applied.  It sounds like, based on your requirements, this is as close as you will get without customization:

    1-  Set credit hold functionality to allow orders to be entered if customer is over credit limit but not allow picking/shipping.

    2- Orders will be entered for customers over their credit limit but cannot be shipped.  If a payment is made, the customer will drop below their limit and the order will be able to be shipped.

    3- If you wish to ship to a customer who is over their credit limit, you must remove (limit = 0.00) or increase the credit limit (which is essentially what you are doing by shipping to them).  You could manually reduce it later if you wanted it to be a temporary increase.

    I have done the mod before for what you want the system to do, so you are not alone in your request.  It is just not part of the standard functions.

    Sorry this is not better news.

    John

  • Abigail Burke Profile Picture
    Abigail Burke 350 on at

    Thanks so much John. This actually solves both of our main concerns- we don't want to impact customer service at the time of order entry, and we want to put the credit decision in the hands of the AR department.

    Can you please tell us how to do the following: "1-  Set credit hold functionality to allow orders to be entered if customer is over credit limit but not allow picking/shipping." ?

    We were just looking around but couldn't find where to set this.

    Thank you!!

    Abby

  • Suggested answer
    John Hannan Profile Picture
    John Hannan 1,235 on at

    Hi Abby,

    In AR Parameters, go to the Credit Reting Screen.  Based on what you said, I would set the following:

    1) Check credit limit on Sales Order = Unchecked.  This will not check credit limits on SO Entry

    2) Message when exceeding credit limit = Error.  This will not allow shipments or invoicing (I know, that is odd) for customers over their limit.  Setting to 'Warning' will just give an Infolog to user and allow them to continue.

    3) Credit Limit Type = Something other than 'None'.  You can decide if you want to include only invoiced orders or also shipments and/or open orders.

    Hope this gets you what you need.

    John

  • Abigail Burke Profile Picture
    Abigail Burke 350 on at

    Thanks so much John! One more question...so will the pick ticket print and then the error won't happen until we invoice/ship (we ship and invoice at the same time), or can we get it to stop before printing a pick ticket?

    Once it gets the error, what will the order status be? We would need an inquiry screen or report that the AR clerk will check throughout the day...

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    If you set a mandatory Credit Limit for the Customer and place a value in there, it is checked when the Sales Order Packing Slip is attempted to be created. Will stop the transaction with the error Credit Limit Exceeded on the order

  • Community Member Profile Picture
    Community Member on at

    How does the AR team know there are customers on Credit hold, so they can override the credit limit to release the order?

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