In the past weeks we’ve reviewed the changes within Dynamics 365 F&O Credit Management feature, but after all of the changes how does this all impact the Sales Order? To begin wrapping up the 11 part series, we’ve compiled a few scenarios to exemplify the impacts on the Sales Order.
How does all this impact the Sales Order?
- In this example, the setup checks the credit when the Confirmation is posted. So here you can see that the Sales Order was put on hold when I tried to post the confirmation.
- On the Sales Order Header, there’s a new Credit Management fast tab. If the system has put the order on hold, In credit management = Yes and a Credit hold ID is assigned.
- At the top of the Sales Order menu, there’s also a new Credit Management menu option. From here you can view the Credit management hold list or you can Force credit hold on an order without any of the rules.
This blog is the next part of a multi-part blog series detailing the new Credit Management functionality in Dynamics 365 for Finance and Operations. Look for additional releases in this series in the coming weeks!
Looking for the other posts?
MSDyn365FO Credit Management, Overview – Credit Management Overview MSDyn365FO Credit Management, Part 1 – Is Credit Management enabled in your environment? MSDyn365FO Credit Management, Part 1 – Are there any new security roles for Credit Management? MSDyn365FO Credit Management, Part 1 – Are there any new workflows available? MSDyn365FO Credit Management, Part 2 – What are the new parameters? MSDyn365FO Credit Management, Part 3 – What’s new on the Customer screen? MSDyn365FO Credit Management, Part 4 – What are Risk Scores and how are they updated? MSDyn365FO Credit Management, Part 5 – What are Automatic credit limits? MSDyn365FO Credit Management, Part 5 – What’s new in the Customer Fact Box? MSDyn365FO Credit Management, Part 6 – What are Customer Credit Groups and how are they used? MSDyn365FO Credit Management, Part 7 – What logic is used when looking at the customer’s credit limit? MSDyn365FO Credit Management, Part 8 – What are Credit Limit Adjustments? MSDyn365FO Credit Management, Part 9 – What are Blocking Rules? If you have any questions or comments, please don’t hesitate to Contact Us and feel free to connect on LinkedIn and Twitter!