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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Credit Limit Blocking ...
Supply chain | Supply Chain Management, Commerce
Answered

Credit Limit Blocking of a Sales order at Picking List or Packing Slip

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Posted on by CU09051259-0 13
Dea Experts,
 
There is a setup I am working on it, Till now I did not get any solution. If any one have any Idea please guide me.
 
Scenario:
 
Client is using credit management, he doesn't want to block the SO at the confirmation time(as standard process). He want system should allow at the Confirmation and check/Block while Picking List or Packing Slip.
 
First of all, Is this functionality phisible?
If any one done or know any workaroud please let me know, It will be verymuch helpful for me.
 
Regards,
Dharma
Categories:
Dynamics 365 Commerce
Dynamics 365 Supply Chain Management
I have the same question (0)
  • Verified answer
    Mohamed Amine Mahmoudi Profile Picture
    Mohamed Amine Mahmoudi 26,390 Super User 2025 Season 2 on at
     
    I think you need to change the credit limit amount in customer page.
     
     
     
    Best regards,
    Mohamed Amine MAHMOUDI
  • Verified answer
    Zain Mehmood Profile Picture
    Zain Mehmood 4,187 Most Valuable Professional on at
    Hi,
    By default, Credit management in D365 checks credit limits during sales order confirmation, 
     
    Here are couple of options that you can check to avoid that, 
     
    Modify the credit check blocking rules
    In Credit management > Setup > Credit management setup > Blocked document types, try disabling the block at Confirmation and enabling it at Packing slip. This doesn't always behave exactly as expected but can help depending on the config.
     
    Use Credit limit exceeded workflow
    Set up a workflow that allows confirmation regardless of credit status but blocks posting of packing slip or invoice unless approved.
     
    Custom Extension
    For full control, you may need a small customization to bypass checks at confirmation and apply them during packing slip posting.
     
    When confirming a sales order, you can manually uncheck the “Check credit limit” option in the confirmation dialog. This bypasses the credit management check at confirmation stage.
     
    Hope this helps, 
    Zain

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