Customer on hold in D365Aging snapshot d365D365 invoicing and delivery on holdInventory adjustment journal in d365Dynamics 365 quality managementD365 credit limit typeCustomer credit group in D365D365 collection letterMSDyn365FO Credit Management, Part 9 – What are Blocking ...
文章推薦指數： 80 %
Blocking rules are rules that are set up to determine if an order will be put on hold. In our last blog, we reviewed credit limit ... DCAdmin|October2,2020MSDyn365FOCreditManagement,Part9–WhatareBlockingRules?Blockingrulesarerulesthataresetuptodetermineifanorderwillbeputonhold.Inourlastblog,wereviewedcreditlimitadjustments.Inthisblog,we’llbereviewingthespecificsofBlockingrulesandhowtosetthemup.IntroductiontoBlockingRulesTosetupBlockingrules,gotoCreditandcollections>Setup>Creditmanagementsetup>Blockingrules.Thereare9BlockingRules.BlockingRulesaresetupbasedontheCustomer(Table),and/orAccount/Group(Group),and/orRiskGroup(Group),orAll.Here’sthehierarchyofhowthecreditprocessreadsthetable(noticethatblockingalwaystakesprecedenceoverexclusion):TablelookatBlockingTablelookatExclusionGrouplookatBlockingGrouplookatExclusionAlllookatBlockingAlllookatExclusionBlockingRules#1-7DaysOverdue–LooksathowmanydayspastduethecustomeraccountistodetermineiftheSalesOrdershouldbeputonhold.AccountStatus–Looksatthecustomer’saccountstatustodetermineiftheSalesOrdershouldbeputonhold.TermsofPayment–LooksattheSalesOrderTermsofPaymenttodetermineiftheSalesOrdershouldbeputonhold.Thisisinadditiontopaymenttermsranking.Thisrulechecksforspecificpaymentterms.CreditLimitExpired–Thislooksatthecustomer’screditlimitexpirationdateandaddsgracedays.Ifthecreditlimithasexpiredandtheaddedgracedaysareexceeded, theSalesOrderwillbeputonholdiftheruletypein=blocking.Note:Thisisanimportantpointtopayattentionto...justbecauseacustomer’screditlimithasexpireddoesnotcauseanordertogoonhold.Thesetupoftheserulesiswhatdeterminesifthecreditexpirationdatecausestheordertogoonhold.OverdueAmount–Thisisacombinationofhowmuchthecustomerisoverdueandhowmuchoftheircreditlimittheyhaveusedbypercentoramount.Thisissaying,ifUS-001isoverdue$10Kandover80%oftheircreditlimithasbeenused,then,puttheorderonhold.SalesOrder–ThislooksattheSalesOrderamount.ThefirstrulethatislookedatisAll–Exclusion–ReleaseSalesOrder.TheAll–Exclusion–ReleaseSalesOrdercombinationisuniquetothisrulebecauseittellsthecreditholdlogictolookatitfirst.Thereasonforthisspecialcombinationissothatyoucansetupa“goldenrule”sothatcertainorderamountsareneverputonholdregardlessofhowtheother9rulesaresetup.Inthisexample,we’resaying:IftheSalesOrderis$1Korless,donotputtheSalesOrderonhold.IfthecustomerisUS-001andtheSalesOrderis$20Korless,donotputtheSalesOrderonhold.Ifthecustomerisinaccount/groupnumber=major,andtheorderis$10Korless,donotputtheSalesOrderonhold.Iftheorderis$500Kormore,puttheSalesOrderonhold. CreditLimitUsed–Thislooksatthecustomer’screditlimitandcalculatesthepercentusedtodetermineiftheordershouldbeputonhold.Ifthepercentofthecreditlimithasbeenexceeded, theSalesOrderwillbeputonholdiftheruletypein=blocking.Ifyoudon’thavethisrulesetup,then,thecustomer’screditlimitisnotgoingtobecheckedeventhoughthere’sacreditlimitsetuponthecustomer’srecord.Note:Thisisanimportantpointtopayattentionto...justbecauseacustomerhasnotusedalltheircreditlimitdoesnotmeantheycancontinuetoplaceorders.Thesetupofthisruleiswhatdeterminesifthecustomerhasenoughcreditfortheorder.Inthisexample,we’resaying:Ifthecustomerhasused90%ormoreoftheircreditlimitbuttheorderonhold.BlockRule#8RankPaymentTerms–IftheuserchangesthedefaultPaymentTermsontheSalesOrder,theholdprocesslookstoseewhatthenewPaymentTermsis“ranked”as...ifthe“rank”onthenewPaymentTermsisdifferentfromthe“ranking”onthedefaultPaymentTerms,thiscantriggertheSalesOrdertobeputonholdsothattheorderhastobereviewedbeforetheordercanbeprocessed.Hereyouwillseealistofthepaymenttermsthatyou’vesetupinAccountsReceivable.Besideseachofthepaymentterms,youcanentertherank. Therankisusedtodetermineifthesalesordershouldgoonanautomatichold.Forexample,ifthecustomer’sdefaultpaymenttermsareNet1andthepaymenttermsontheorderarechangedtoNet10. Sincebothpaymenttermshavearankof1,thesystemwillnottriggerasalesorderhold. However,ifthepaymenttermsontheorderarechangedtoNet45. Sincethecustomer’sdefaultpaymenttermshasarankof1,andthenewpaymenttermshavearankof4,thesystemwilltriggerasalesorderhold.GotoCreditandcollections>Setup>Creditmanagementsetup>Rankpaymentterms.BlockRule#9RankSettlementDiscounts–Hereyouwillseealistofthecashdiscountsthatyou’vesetupinAccountsReceivable.Besideeachofthecashdiscounts,youcanentertherank. Therankisusedtodetermineifthesalesordershouldgoonanautomatichold.Forexample,ifthecustomer’sdefaultcashdiscountis0.5%D10andthecashdiscountsontheorderarechangedto0.5%D30. Sincebothcashdiscountshavearankof1,thesystemwillnottriggerasalesorderhold. However,ifthecashdiscountsontheorderarechangedto1%D07. Sincethecustomer’sdefaultcashdiscountshasarankof1,andthenewcashdiscountshavearankof2,thesystemwilltriggerasalesorderhold.GotoCreditandcollections>Setup>Creditmanagementsetup>Ranksettlementdiscounts. Thisblogisthenextpartofamulti-partblogseriesdetailingthenewCreditManagementfunctionalityinDynamics365forFinanceandOperations. Lookforadditionalreleasesinthisseriesinthecomingweeks!Lookingfortheotherposts?MSDyn365FOCreditManagement,Overview– CreditManagementOverviewMSDyn365FOCreditManagement,Part1– IsCreditManagementenabledinyourenvironment?MSDyn365FOCreditManagement,Part1– ArethereanynewsecurityrolesforCreditManagement?MSDyn365FOCreditManagement,Part1– Arethereanynewworkflowsavailable?MSDyn365FOCreditManagement,Part2– Whatarethenewparameters?MSDyn365FOCreditManagement,Part3– What’snewontheCustomerscreen?MSDyn365FOCreditManagement,Part4– WhatareRiskScoresandhowaretheyupdated?MSDyn365FOCreditManagement,Part5– WhatareAutomaticcreditlimits?MSDyn365FOCreditManagement,Part5– What’snewintheCustomerFactBox?MSDyn365FOCreditManagement,Part6– WhatareCustomerCreditGroupsandhowaretheyused?MSDyn365FOCreditManagement,Part7– Whatlogicisusedwhenlookingatthecustomercreditlimit?MSDyn365FOCreditManagement,Part8–WhatareCreditLimitAdjustments? Ifyou’reinterestedinlearningmoreaboutBlockingRulesorhaveanycomments,pleaseContactUs andfeelfreetoconnecton LinkedIn and Twitter!TaggedWithcreditmanagementD365FODynamicsDynamics365MicrosofttrainingPostCategoriesDynamicsERPFinance&OperationsFinancialServicesStrengthenRelatedPostsFinitecapacity,infinitecapacity,andmax.ordersizesReadMoreWhat’sNewinCreditManagementforD365FO?ReadMoreContoso’sDynamics365LicensingReadMoreCustomfieldsinD365forFinanceandOperationsReadMoreNewDynamicsAX(AX7)CertificationsAvailableReadMoreCloseVideo
延伸文章資訊
- 1Blocking Rules in Credit Management in Microsoft Dynamics ...
In this next part of credit management, we will try to understand list of blocking rules availabl...
- 2Credit Management Blocking Rules: Dynamics 365 Finance ...
To create the blocking rule click the “New” button and set the “Rule type” to “Blocking” and sele...
- 3Credit holds for sales orders - Finance | Dynamics 365
Set up blocking rules and exclusion rules. When a customer initiates a sales transaction, the inf...
- 4Credit Management blocking rules | D365 Finance ...
... blocking rule works in association with another blocking rule for Credit limit used. ... D365...
- 5Credit Management Part 3: Order Blocking - Hitachi Solutions
The number of days defined in this rule is an interval in which it is possible to update the cred...
