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Supply chain | Supply Chain Management, Commerce
Answered

credit management hold at shipped status of the order

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Posted on by 58

the credit management hold list should only push the order only when  the order ready to be released/ shipped, not when the order is being Confirmed.
do we have any standard functionality to achieve this requirement

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  • Verified answer
    Hana Xue Profile Picture
    Microsoft Employee on at

    Hi vishal,

    Maybe this is what you want:

    You can go to credit and collections > setup > Credit and collections parameters > credit, on the credit management checkpoint, you can set document status check, just like screenshot shown.

    Best Regards,

    Hana

    This post is my own opinion and does not necessarily reflect the opinion or view of my company.

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums

     

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