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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Customer Credit Limit ...
Small and medium business | Business Central, N...
Suggested Answer

Customer Credit Limit Block only for some customers

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Posted on by Samantha73 3,297
Hi Guys
Is it possible enable a block on sales order release based on customer credit limit and only apply for certain customers? Can we use the standard BC to block creating or releasing sales orders only for certain customers based on credit limit. There is a field for block ship, invoice but this is manually set rather than automated using a logic
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Dynamics 365 Business Central
I have the same question (0)
  • Gerardo Rentería García Profile Picture
    Gerardo Rentería Ga... 25,555 Most Valuable Professional on at
    Hi
    You could explore a solution with powerautomate or a customization. I also see some third party apps that help with this.
    BR
    GR
  • Valentin Castravet Profile Picture
    Valentin Castravet 32,208 Super User 2026 Season 1 on at
    What's the criteria that only certain customers meet? You can look into setting up a workflow in Business Central; alternatively a power automate workflow.
     
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 99,086 Super User 2026 Season 1 on at
    As far as I know, it would require a simple customization.
    As you have tested, the following method requires manual changes. You need to set automatically when the credit limit is exceeded.
    Dynamics 365 Business Central: How to block items (Block, Sales Blocked, and Purchasing Blocked)
     
    PS: Missing a feature? Post or vote for ideas on: aka.ms/BCIdeas
     
    Hope this helps.
    Thanks.
    ZHU

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