Blocking sales order for past due vendor

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Posted on by ivan60000

Hi eberybody,

On Acvount Receivable, I set dunning letter with blocking customer witch could be on past due. I have a couple of question.

When a customer is on past due :

1 - What is blocked? Quotation ? Booking the Sales order? Confirmation of the sales order?

2 - Does deliveries are blocked to?

I would understand what is process blocked in order to fix the correct rules in my company. Also I want for this situation (past due) assume that no new sales order can be booked in order to don't impact the MRP and manufacturing.

Thanks for your help.

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Biju_John 601 on at

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Hi Ivan

I believe the below post answers your question.

community.dynamics.com/.../18081

Regards

Biju John

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Ludwig Reinhard Microsoft Employee on at

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Hi ivan60000,

If you activate this box and the customer gets the respective dunning letter then you can identify that the "invoicing and delivery on hold" field in the customer master is automatically set to "invoice".

Quotations can thus be made, they can even be converted to sales orders and you can confirm them.

What you cannot do is picking and packing and invoicing the sales order.

Hope it helps,

Ludwig

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ivan60000 on at

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Ludwig

Thanks for the answer.

What is usually done in other company in order to stop the sales order booking (editing + confirmation)?

I have to imagine a manual internal process in order to don't confirm the Sales Order.

Thanks for you help

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Ludwig Reinhard Microsoft Employee on at

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Hi ivan6000, You can either setup an internal process order (outside of AX) and tell people what they have to do in case a customer receives a certain dunning letter. Yet, this is risky as you have to ensure that all people involved receive the info that a certain customer received a dunning letter. With risky I mean that you cannot be sure that it always works. Better and more in line with your business process might be making an adjustment. I think this is not too difficult in your case and if it increases your process stability and reduces your risk that you confirm customer sales order they should not receive anymore I would probably go for it. Yet, this is something you have to discuss internally and weight the pro and cons. All the best, Ludwig

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