Supply chain | Supply Chain Management, Commerce

Credit Limit Stop Release of Sales Orders

(1) Share

Report

Posted on by JS-02050051-0

Hi Everyone,

Is there a way to stop a sales order from being released to the warehouse if the customer has exceeded their credit limit? I have changed out credit and collection parameters to receive an error message when the customer has exceeded their credit limit but the order is still released to the warehouse for picking.

I don't want to create a blocking rule and the order is placed on credit management as this can have other issues when using the outbound load planning workbench.

What is the set up to stop orders from being released when the customer has exceeded their credit limit?

Categories:

Dynamics 365 Supply Chain Management

All responses (6)

Answers (0)

JS-02050051-0 42 on at

Like (0)

Report

Credit Limit Stop Release of Sales Orders

Hi Laurens,

I've tried releasing from the sales order and from the outbound load planning workbench. Both result in warehouse work being created.

Thanks,
lvdtang 2,131 Super User 2025 Season 1 on at

Like (0)

Report

Credit Limit Stop Release of Sales Orders

Good day,

Did you try to release it via the the form 'Release sales orders to warehouse'?

Best regards,

Laurens van der Tang
JS-02050051-0 42 on at

Like (0)

Report

Credit Limit Stop Release of Sales Orders

Thank you Laurens. I've updated the settings to the below and I can still release the sales order and create picking work. Is there something else I'm missing?
Suggested answer

lvdtang 2,131 Super User 2025 Season 1 on at

Like (1)

Report

Credit Limit Stop Release of Sales Orders

Good day,

Can you try it again via the form 'Release sales order to warehouse'?

This form contains a credit limit check.

Best regards,

Laurens van der Tang
JS-02050051-0 42 on at

Like (0)

Report

Credit Limit Stop Release of Sales Orders

Hi Laurens,

I've updated our settings but the order is still releasing to the warehouse. Is there anything else I need to change?
Suggested answer

lvdtang 2,131 Super User 2025 Season 1 on at

Like (1)

Report

Credit Limit Stop Release of Sales Orders

Good day,

Have you already activated the Credit management checkpoint 'Release to warehouse'?

Best regards,

Laurens van der Tang