Credit hold doesn't work for payment terms?

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Posted on by Ela_Na

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HI All,

Did anobody work with credit management hold based on payment terms?

I have set rank payments terms, I have set credit management checkpoints.

After changing terms of payment on a sales order to one with higher rank than it is on customer and when posting confirmation which is my checkpoint - D365 allow to post it and doesn't show any message.

Am I missing something?

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Ludwig Reinhard Microsoft Employee on at

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Hello Ela Na,

To clarify:

Do you expect that a sales order is automatically put on hold depending on the terms of payment that you selected in the sales order header?

Is that what you try to achieve?

Best regards,

Ludwig

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Ela_Na 100 on at

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No. I know that we should have points of checking defined,

I believed I had deleted this post. Everything if fine now. I do not know what I did but it works now.

Thank for the response,

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