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Blocking means that you want to block the order from going through if it meets the blocking criteria, or more simply, put the order on hold. Home About Podcast Resources CreditManagement-BlockingRules WithinCreditmanagement,anewfeaturecalledBlockingrulesisintroduced.OnewayIliketoexplainhowBlockingrulesworkisthattheyfunctionasmoreofa"soft"holdagainstaCustomerversususingtheInvoiceanddeliveryonholdfieldtoputaCustomerona"hard"hold.Isay"soft"and"hard"holdbecausewhenyouattempttocreateaSalesorderwhentheCustomerisonholdusing Invoiceanddeliveryonhold,yougetstoppedatorderentry.That'sit,youcannotproceedanyfurther.Withblockingrules,youcanstillenteraSalesorder,butifoneoftheblockingrulesgetsactivated,thentheSalesordergoesintoaqueueforreview.ThatiswhatIrefertoasa"soft"hold. ParameterSetup WhensettingupBlockingrules,oneofthefirstthingsyouwillwanttodoistoensureproperparametersetup.ThebiggestpieceofsetupthatyouwillwanttodefineisatwhatpointintimedoyouwanttochecktheSalesorderagainsttheBlockingrulesthathavebeensetup? ThisisdefinedbyaparametercalledCreditmanagementcheckpoint.ItallowsyoutoselectwheretoruntheBlockingrules(atConfirmation,Pickinglist,Releasetowarehouse,Packingslip,and/orInvoice)aswellasdefineGracedaysbeforethenextcheckpointgetsreviewed. TheCreditmanagementcheckpointhelpsyoudefinehowoftenBlockingrulesgetprocessedagainstSalesorders TheCreditmanagementcheckpointcanbefoundatCreditandcollections>Setup>Creditandcollectionsparameters. NineBlockingRules TherearenineBlockingrules.Youcansetallofthemup,oryoucansetnoneofthemup.Itisentirelyuptoyouhowyouwanttomanageyourcreditholdprocess. WithintheBlockingrules,thereisaconceptofblockingandexclusion.Blockingmeansthatyouwanttoblocktheorderfromgoingthroughifitmeetstheblockingcriteria,ormoresimply,puttheorderonhold.Exclusionsmeanthatyouwillexcludetheordersfrombeingputonholdusingthecriteriaprovided.Exclusionruleswillalwaystrumpblockingrules,sokeepthatinmind! Likewise,whenexecutingaBlockingrule,youcansettheruletoexecuteonaspecificcustomerbyselectingTable,agroupofcustomers,byselectingGroup,orAll.Thehierarchystands,justlikeinotherpartsofthesystem,thatTablesupersedesGroup,GroupsupersedesAll.Inthiscase,GroupisdefinedbytheCreditmanagementgroupontheCustomerrecordintheCreditandcollectionsFastTab. CreditmanagementgroupisassignedontheCustomerrecord Creditmanagementgroupscanbedefinedinanywayyoulike.Ifyouwanttocategoricallygroupasubsetofcustomersforcreditholdpurposes,thenyoushouldcreateaCreditmanagementgroup.Examplescouldbehighorlow-riskcustomers,volume-relatedgroups,orspecificcustomergroupings,likeacompanychain,thatyouwanttotreatsimilarly. PaymentandDiscountRankings ThefirsttwoBlockingrulesarecalledRankpaymenttermsandRanksettlementdiscounts.Theyarelocatedat Creditandcollections>Setup>Creditmanagementsetup.TheyarelistedseparatelyoutsideofBlockingrules,sothatwouldleadonetobelievethattheyarenotutilizedinthesamemanner.However,theseareverypowerfulBlockingrules! TheconceptwithintheseBlockingrulesisthatyouwillwanttoreviewanytimesomeonechangesacustomer'sstatedpaymenttermsorsettlementdiscount.ThisisbecauseachangefromNet30toNet90onacustomer'spaymenttermsbenefitsthecustomerwhileputtinggreaterstrainonyourcompany. Youcanallowforflexibilitywithinthisform,suchasifacustomermakesarequestforanordertobeNet15insteadofNet10.Youcanenablethisbyrankingthemthesame.Rankingsdeterminewhereapaymenttermorsettlementdiscountliesinimportancetoyourcompany.Forexample,inourpicturebelow,thelowestrankof0isassignedtothepaymenttermofCOD,whereasthepaymenttermofNet30isassigneda1.IfwehaveacustomerwhoisassignedCODattheaccountlevelandsomeonechangestheTermsofpaymentonaSalesorderfromCODtoNet30,thentheorderwillgoonholdbecausetheyarerankeddifferently.Now,inourexamplebelow,youwillseethatthereareseveralpaymenttermsthatarerankedwitha1.Youwillhavesomeflexibilitytomodifyacustomer'spaymenttermsontheirsalesorderbetweenanyofthosevalues.Settlementdiscountsworkthesameway. Rankpaymenttermstoprotectfromsomeonechangingapaymenttermwithoutpermission BlockingRules TherearesevenadditionalBlockingruleslistedwithin Creditandcollections>Setup>Creditmanagementsetup>Blockingrules.Theyareasfollows: Daysoverdue Accountstatus Termsofpayment Creditlimitexpired Overdueamount Salesorder Creditlimitused Daysoverdue TheDaysoverdueblockingruleallowsyoutodefinehowpastdueyouwanttoallowacustomertobecomebeforeyoustartputtingtheirordersonhold.IfacustomerislistedeitheratthetablelevelorwithinaCreditmanagementgroupthatisdefinedastwodaysoverdue,thenifthecustomerisnowpastduebytwodays,theirorderswillbesenttotheholdqueue.YoucanalsosetuparuleforAllthatwillencompassallcustomersnotpreviouslyaffectedbyatableorgrouprule. Accountstatus AccountstatuswillallowyoutodriveablockingrulebasedonAccountstatus.WhiletheAccountstatusdrivestheInvoiceanddeliveryonholdfield,youmaywanttohaveadditionalrulessurroundingspecificstatuseslikeBankruptcy. Termsofpayment Attimes,aspecifictermofpaymentwillwantyoutoscrutinizeacustomer'sordersalittlemoreclosely.ThisistypicallyusedinCODscenarios. Creditlimitexpired Ifyouareusingcreditlimitexpirationdates,thenthisblockingrulewillbeanexcellentwaytokeeptabsoncreditlimitsthatarenotgettingupdatedpromptly. Overdueamount SimilartoDaysoverdue,theOverdueamountblockingrulewilllookatthedollaramountthatispastdue,ratherthanthedays.Youmaywanttooffersomeleewayforsmalleramounts,butifitgetspastaspecificamount,thenputtheorderonhold. Salesorder ThewaythatSalesorderworksisthatitallowsyoutoblockcustomersfromplacingordersthatexceedaspecifiedamount.Forexample,youmaynotwantanycustomerplacinganordergreaterthan$100,000.Likewise,itallowsforexclusions.Youcanputanexclusionrulestatingthatanyorderlessthan$1000won'tgoonhold. Creditlimitused Thisisaneasyone.Mostpeoplejustsetthisto100%ofcreditused,puttheorderonhold.Theremaybeinstanceswhereyoumaywanttoonlyallow80%ofacreditlimittobeusedbeforereviewinganorder,butthisisrareandcanoftenbehandledbytemporarycreditlimits. CreditManagementHoldList Thesalesordersthatgoonholdforviolatingthetermsofablockingrulewillgotoaqueueforreview.ThisqueueislocatedatCreditandcollections>Creditmanagementholdlist>Allcreditholds.Thiswillshowallcreditholdsthathavebeenapplied,bothactiveandinactive.TherearealsofilteredviewscalledOpencreditholds,Closedcreditholds,andCreditholdsdueforreview. Creditmanagementholdlist Whenanorderisplacedoncredithold,thisformwillallowyoutoseewhytheorderwasputonholdbyselectingBlockingreasons orreviewingtheline. Inmyexample,theorderwasputoncreditholdformultiplereasons.ThelinewouldsayMultiple,andyoucanselectBlockingreasonstoseeallofthereasonsyourordermayhavebeenputoncredithold. Blockingreasonsexplainwhytheorderwasputoncredithold YoucanalsoRelease,Reject,orEvaluateforrelease.ReleaseandRejectmeanexactlywhattheysay.Youcanreleaseorrejecttheorderafterreview.Evaluateforreleaseallowsyoutore-runtheblockingrulesagainsttheSalesorderthatisoncredithold.Thisisespeciallybeneficialiftheblockingruleshavechangedorifthecustomerhaspaidtheirpastduebalanceorhadanupdatedcreditlimit. Conclusion Blockingrulesareapowerfulnewtoolthatcanbeimplementedveryquickly.TheyallowyourcreditteamtheabilitytohavegreaterinsightintoaCustomer'sactivities.Onceimplemented,havingtheautomationofputtingaSalesorderoncreditholdandbeingabletoreviewitbeforereleasingorrejectingitwilltakeawaythepainofmanuallytrackingCustomerholdsandtheirsubsequenttransactions,allowingyougreaterflexibilityandvisibilityintoyourCustomercreditcycle. at August26,2020 EmailThisBlogThis!SharetoTwitterSharetoFacebookSharetoPinterest Labels: Creditmanagement, D365FO Nocomments: PostaComment NewerPost OlderPost Home Subscribeto: PostComments(Atom) AboutMe Kelly Viewmycompleteprofile MicrosoftMVP MicrosoftCertifiedTrainer Labels AccountsPayable (1) AccountsReceivable (1) Collections (1) Creditmanagement (11) D365FO (15) Filtering (1) NewFeatures (3) Podcast (1) Production (1) Workflows (1) BlogArchive March2022(1) February2022(1) February2021(1) January2021(3) December2020(3) August2020(7) ReportAbuse SearchThisBlog SubscribebyEmail Enteryouremailaddress:DeliveredbyFeedBurner
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