Skip to main content

Notifications

Announcements

No record found.

Supply chain | Supply Chain Management, Commerce
Suggested answer

Credit Limit Stop Release of Sales Orders

Posted on by 28
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?
  • JS-02050051-0 Profile Picture
    JS-02050051-0 28 on at
    Credit Limit Stop Release of Sales Orders
    Hi Laurens,
     
    I've updated our settings but the order is still releasing to the warehouse.  Is there anything else I need to change?
     
  • Suggested answer
    lvdtang Profile Picture
    lvdtang 1,808 on at
    Credit Limit Stop Release of Sales Orders
    Good day,
     
    Have you already activated the Credit management checkpoint 'Release to warehouse'? 
     
     
    Best regards,
    Laurens van der Tang

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Complete!

🔔 Be sure to subscribe to the new forums you are interested in to stay up to date! 🔔

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,946 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,420 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans