hi
for Question 1, in Dynamics 365 Finance, there is a feature called "Credit and collections policies" that can be used to automate the credit approval process. This feature allows you to set up credit policies with rules and actions that determine when credit should be approved or denied for a customer.
To set up a credit policy that automatically approves credit for a customer after the first sales order is approved within a month, you can follow these steps:
Navigate to the Credit and Collections Policies page in Dynamics 365 Finance.
Click on "New" to create a new policy.
Give the policy a name and select the customer for whom you want to set up the policy.
Under "Rules," add a rule that checks if the customer has any approved sales orders within the last 30 days.
Under "Actions," add an action to automatically approve credit for the customer if the rule is met.
Save the policy.
Once you have set up this policy, the system will automatically approve credit for the customer after the first sales order is approved within a month.
For Question 2, in Dynamics 365 Finance, you can exclude sales orders from credit checks by creating a credit hold exclusion rule. This rule allows you to specify criteria for sales orders that should be excluded from credit checks, such as sales orders that have already been approved.
To create a credit hold exclusion rule for the customer's revised sales order, you can follow these steps:
Navigate to the Credit and Collections Policies page in Dynamics 365 Finance.
Select the credit policy that applies to the customer.
Under "Exclusion Rules," add a rule that checks if the sales order is a revised sales order.
Under "Actions," add an action to exclude the sales order from credit checks if the rule is met.
Save the policy.
Once you have set up this exclusion rule, the system will exclude the revised sales order from credit checks and credit holds if the rule is met.
