Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 Community / Forums / Finance forum / Customer being blocked...
Finance forum
Unanswered

Customer being blocked for having used full credit - Can block be automatically be removed when payment is done?

Posted on by 268

Credit blocking being automatically removed when customer has made a payment?

 Hello

It was some time ago I had to handle credits and blocking for customers.

 Background:

Customer credit is EUR 10 000. Customers has reached the limit so all transactions, including sales orders, are blocked for this customer.

 

If the customer makes a payment of EUR 5 000 can the blocking for the customer automatically be removed or does this have to be done manually?

Is there any differencies in the way of taking away the blocking depending on the setup of blocking rules?

For example

If the field "Invoice and delivery on hold" has been set to "Invoice" or to "All", then you will need to manually switch the field value to "No".

If there is a good instruction for this in a webbpage I would be glad to have info about this. I know of Microsoft Learn and the very good information of credit in TechTalks :-)

  • Magno Pereira Profile Picture
    Magno Pereira 2,389 Super User on at
    RE: Customer being blocked for having used full credit - Can block be automatically be removed when payment is done?

    As far as I know, there is no relation between the "Invoicing and delivery on hold" field on the customer master and the credit blocking rules.

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,914 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,549 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans