Credit Management Part 10 - Sales Order Processing

Tip of the Day: In Microsoft D365 Finance and Supply Chain (D365 F&SC), Part 10 What’s in Credit Management? This blog is the next part of a multi-part blog series detailing the Credit Management functionality in Dynamics 365 for Finance and Operations. Look for additional releases in this series!

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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.