Dynamics Community Forum Thread Details

Credit hold checkpoint "Release to warehouse" and partially release

Hello finance colleagues,

We have the requirement that the credit limit and overdue balance should be checked if the sales order line is released to the warehouse. To achieve this requirement we have activated the credit management checkpoint -Release to warehouse- in the -Credit and collection parameters- form and configured the setup of the blocking rules.

We experienced that when a sales order line is released to the warehouse the total amount of the sales order is checked and not the amount of the particular sales order line. When we adjust the credit management checkpoint to -Packing slip- we experienced that the amount of the particular sales order line which you post is checked and not the total sales order amount.

We also experienced that when you release the sales order after the credit hold at the -Release to warehouse- checkpoint, the whole sales order is released and not a specific sales order line.

Is there a possibility to check only the amount of the sales order line which you release to the warehouse and only release the specific sales order line?

Kind regards,

Geert

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