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having customers where invoices on account are marked as disputed but system still accounts for them when deciding if an order should go to credit management hold. Is there a way to avoid that, i.e the system to see the status = disputed and allow the order to be shipped
Please wait for help from functional consultant.
Hello BiancaP,
You mean that D365FO should exclude disputed transactions from the credit limit check and the related order holds?
My knowledge is that the disputed transaction impact the collection letter process only.
If you need this for the order hold/credit limit checks then you might need to extend the standard functionalities.
Best regards,
Ludwig
Hi BiancaP,
What if you do Write-off for those disputed transactions. In that case, it will not come for credit hold.
https://docs.microsoft.com/en-us/dynamics365/finance/accounts-receivable/tasks/create-write-off-journal-customer#:~:text=Close%20the%20page.-,Write%20off%20transactions%20from%20the%20collections%20form.,you%20want%20to%20write%20off.&text=the%20second%20transaction.-,Click%20Write%20off.,%2C%20type%20'Bad%20debts'.
Regards,Sourav
thank you for the suggestion but they are not bad debts as such, customers have raised queries against them so therefore invoice is marked as disputed
We cannot ignore the transactions which are marked as 'Disputed' and therefore, it will be considered automatically unless and until the amount is treated as 'Bad debt'.
You can go through below explanation as given by Microsoft.
https://docs.microsoft.com/en-us/dynamics365/finance/accounts-receivable/collections-credit-accounts-receivable
Still if you want to set such 'Disputed' transactions exclude of credit, then you may have to go for customization to implement the logic to support this.
I believe, it will impact your reporting as well. So, you have to consider such areas too how to deal with in addition.
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