![]() So, in this example if customer “C000000034” has any overdue balance of 15 days or more the sales order will be put on credit management hold. The next field is the “Overdue” field which defines how many days overdue do you want to allow a balance before the sales order should be put on credit management hold. The “Operator” and “Value type” fields are fixed so you can skip those. This will exclude those specific customers or groups of customers from being put on hold for that specific blocking rule condition. Typically, the way I configure this is I set up all my blocking rules and then if there are specific customers or groups of customers that should be excluded from the rule that I just set up, I will set those up as “Exclusion” rules. In the “Rule type” field you can select whether the rule is a blocking rule or an exclusion rule. It is only used if you want to further filter down the customer selection. This will filter the rule down to only customers that are also associated with a certain “Risk group”. You can also pair down the rule by adding a risk group. Based on the “Account code” selection, in the “Account/Group” field select a customer account or credit management group. If you select group, you will need to select a credit management group and then assign that credit management group to the applicable customers. In the account code field select whether you want the scope of the rule to apply to a single customer (table), a group of customers (group) or all customers (All). To create a blocking rule for “Days overdue”, click the “Days overdue” tab and click the “New” button. In my experience this is the most commonly used blocking rule. This blocking rule will put a customer on hold if they have a balance that is overdue by a given number of days. ![]() The first blocking rule type that can be configured is the “Days overdue” blocking rule type. You can set up one or multiple blocking rule types that can all be evaluated when blocking rules are triggered. Now that we have set up our triggers for credit management blocking rules we can now go through and set up our blocking rules. If you want to check credit limits, make sure you enable the “Check credit limit on sales order” flag. So, for example if you set the grace days to 5 and you release a credit management hold you will have 5 days to process that order and on the 6 th day if the blocking rules are run again and are triggered, the same hold can be reapplied. In the “Grace days” column you can specify how many days after the credit management hold has been released that you have to process the order before the same hold can be applied again. If the “Pro forma” checkbox is checked it means that the blocking rules are evaluated when a pro forma version of the event is posted. The “Document status check” column indicates the event and the “Posting” column indicates if the actual document or event is posted the blocking rules should be fired. In the “Credit management checkpoint” section we are able to select which events will trigger the system to check the blocking rules and if any of them are violated, will result in a credit management hold. ![]() To do this navigate to Credit and collections > Setup > Credit and collections parameters. The first step to enabling blocking rules is enabling the credit management checkpoints. In this post we will go over the setups required to use this functionality as well as show some examples of how the holds work and how the hold review and release process works. These rules are based on very common reasons for credit holds in most organizations and are easily configured. ![]() There are many great features but the most important in my estimation are the blocking rules.īlocking rules allow credit managers and account managers to set up a series of different blocking rules based on common credit related rules that will trigger credit management holds on a sales order. Microsoft has now created a Credit and Collections module dedicated to this new credit management functionality. Dynamics 365 Finance and Operations credit management functionality has been much improved in recent months from what had been very minimal functionality.
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