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Credit Management View From Sales Order

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Posted on by 5

Hi All,


Just wondering if anyone has a neat way of displaying "Account Status" within a sales order without modding.

The issue our users are facing is when processing an order they aren't notified that there is a potential issue with the account until posting (delivery note, confirmation etc). If there was a way to identify the status of the customer earlier then this is would solve most of these issues.

Thanks!

  • Suggested answer
    Komi Siabi Profile Picture
    Komi Siabi 12,239 Super User on at
    RE: Credit Management View From Sales Order
    [quote user="DynamixAU"]

    Just wondering if anyone has a neat way of displaying "Account Status" within a sales order without modding.

    [/quote]

    Do you mean the Account status reason field under credit management tab?

  • Suggested answer
    Charlotte X Profile Picture
    Charlotte X on at
    RE: Credit Management View From Sales Order

    Hi,

    I'm afraid this feature needs to be done through custom development.

    Or you can post your idea in the link below and vote for it, then your suggestion is likely to be adopted.

    Ideas (dynamics.com)

    Best Regards,

    Charlotte

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