Active Status in Customer Header

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Posted on by simonsmith101

Trying to figure out if this status actually does anything functionally. When we change active status to HOLD from OPEN and then try to create an FTI it lets you. However if we select "Invoicing and delivery on hold" to "Invoice" you are unable to. It seems the "Invoicing and delivery on hold" actually does something functionally whereas "account status " does not. Welcome any feedback please.

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André Arnaud de Cal... 306,263 Super User 2026 Season 1 on at

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Hi Simon,

Via the account status, there is a link with the field Invoicing and delivery on hold. Can you check in the Account statuses table if the status Hold has a default for managing the customer blocking? In my demo environment, when I set the account status to Hold, it will also set the blocking status to All. The field Invoicing and delivery on hold is used as validation when creating a new FTI.

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Ramit Paul 22,809 Most Valuable Professional on at

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Hi, I agree with Mr. Andre, the account status actually works based on the setup, means if even your account status says hold it depends what is the configuration behind it.

See below.

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Naveena Reddy 296 on at

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More explanation on 'Account status' field.

https://learn.microsoft.com/en-us/dynamics365/finance/accounts-receivable/cm-setup-information

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