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Hi,
Is there an option to set the customer on hold if the customer exceeds the credit limit?
The existing option is to error on the sales order or free text invoice. We are looking at putting the customer on hold, in order to flag it in all integrated applications outside of Dynamics.
Also wanted to check if some once has tried the credit limit validation against invoices created through general journals as I have noticed it is not trigerring and erorr.
Hi Hossam,
There is no automation for putting a customer on-hold. If you need this, you should consider a customization. Then also keep in mind what to do when the customer did pay open invoices.
For your second question, have to tried to enable the Mandatory credit limit option on the customer master details?
Hi André,
Thanks I will work on the customization as a batch job to run overnight and remove the hold if the customer pays the invoice.
I have also tried the Mandatory credit limit option but it didn't through a validation error
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