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Customer Credit Limit Block only for some customers

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Posted on by Samantha73

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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

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YUN ZHU 84,557 Super User 2025 Season 1 on at

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Customer Credit Limit Block only for some customers

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)

https://yzhums.com/18968/

PS: Missing a feature? Post or vote for ideas on: aka.ms/BCIdeas

Hope this helps.

Thanks.

ZHU
Valentin Castravet 28,279 Super User 2025 Season 1 on at

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Customer Credit Limit Block only for some customers

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.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/
Gerardo Rentería Ga... 19,937 Most Valuable Professional on at

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Customer Credit Limit Block only for some customers

Hi

You could explore a solution with powerautomate or a customization. I also see some third party apps that help with this.

Credit Limit Lock for Business Central | Microsoft Partner | Rand Group

BR

GR