Supply chain | Supply Chain Management, Commerce

Credit Limit Stop Release of Sales Orders

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Posted on by Jaclyn Schouten

Hi Everyone,

Is there a way to stop a sales order from being released to the warehouse if the customer has exceeded their credit limit? I have changed out credit and collection parameters to receive an error message when the customer has exceeded their credit limit but the order is still released to the warehouse for picking.

I don't want to create a blocking rule and the order is placed on credit management as this can have other issues when using the outbound load planning workbench.

What is the set up to stop orders from being released when the customer has exceeded their credit limit?

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Dynamics 365 Supply Chain Management

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Laurens vd Tang 4,018 Super User 2025 Season 2 on at

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Good day,

Have you already activated the Credit management checkpoint 'Release to warehouse'?

Best regards,

Laurens van der Tang

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Jaclyn Schouten 92 on at

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Hi Laurens,

I've updated our settings but the order is still releasing to the warehouse. Is there anything else I need to change?

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Laurens vd Tang 4,018 Super User 2025 Season 2 on at

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Good day,

Can you try it again via the form 'Release sales order to warehouse'?

This form contains a credit limit check.

Best regards,

Laurens van der Tang

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Jaclyn Schouten 92 on at

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Thank you Laurens. I've updated the settings to the below and I can still release the sales order and create picking work. Is there something else I'm missing?

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Laurens vd Tang 4,018 Super User 2025 Season 2 on at

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Good day,

Did you try to release it via the the form 'Release sales orders to warehouse'?

Best regards,

Laurens van der Tang

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Jaclyn Schouten 92 on at

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Hi Laurens,

I've tried releasing from the sales order and from the outbound load planning workbench. Both result in warehouse work being created.

Thanks,

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KrisPetru 20 on at

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Hi,

did you found a solution? From what you write, i have a feeling, that because of no blocking rules, the old Credit limit logic is in a use and with this, i have the same results. Release to warehouse is done even if there is no sufficient credit limit.

With blocking rules and Credit management, this would stop.

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