On Sales order, there is a toggle "Exclude from credit management". For normal sales orders, this is set to No but for call center sales order, this is set to Yes automatically upon order creation.
This change was implemented in 10.0.21 version: Details for issue 572582 (dynamics.com) -
This is causing issues for some customers that would like the credit management check to be performed for all orders, albeit retail orders or SCM sales orders. The reason for the credit management check to be needed on all orders is to prevent ‘risky’ customers to prepay before placing an order.
Suggestion: Please add a toggle in Retail Parameters or Retail Shared Parameters that will allow for customers to select if they want the credit management rules to be applied on all orders or only on SCM orders.
Comments
Are there any updates here? This seems like a pretty significant issue and this ticket, not to mention its duplicates, has been open for 3 years now.To echo previous comments, if on account payment is an option for call center orders, credit management is an assumed functionality.
Category: Order capture and checkout
And another Idea to this... if having credit limit check on call center sales orders, the checkpoints for usual credit management are to late. In my opinion, the credit limit check would have to be set upon the Completion of the Order (for call center). Than, there is a question, if this should not be achived by Order hold codes.
Category: Order capture and checkout
I would actually suggest to add a parameter on Callcenter itself. We have scenarios, where we want to use credit management check only for some of the call centers.
Category: Order capture and checkout
To me, this seems like a really important addition as there is an option to allow on account payments which suggests that we will extend credit to that customer - I would expect any business to want to limit the exposure to credit risk by enforcing the credit limit regardless of whether the orders are entered in call centre or not.
Category: Order capture and checkout
It's very significant issue need to be investigated and resolved asap.
Category: Order capture and checkout
Hello Shalabh Jain,Do we have an update on this idea ?It would be very much appreciated to know if we can hope for any improvements on this topic.Thank you very much for your feedback,Best regards
Category: Order capture and checkout
The D365 Retail module offers a flexible suite of promotions which are a competitive advantage in specific business scenarios for B2B companies. The business model of those companies incorporates a credit check in sales orders as their customers have credit limits assigned. Removing the possibility of automatically triggering a credit control increases their financial risk significantly. On top of that, this technical modification introduced in version 10.0.21 stops the automatic flow of an order raised via electronic means (EDI, e-commerce) as now orders will be queued for a person to trigger the credit check workflow manually.This idea will help solve the credit management issue in the short term, and I support it. However, the communications from Microsoft reflect a long term view around not supporting credit management with retail orders. This position is concerning as B2B companies with a variety of discounts and promotions will not be able to enforce credit checks automatically. I suggest reviewing the long-term view to accommodate B2B requirements.
Category: Order capture and checkout
Administrator on 2/12/2024 5:00:32 PM
Thank you for the product suggestion! We are are reviewing this for the 2024 Wave 2.