Can we have the possibility to block the creation of new sales orders in case a customer is within the credit limit but has outstanding invoices that are due (past the due date).  For example a customer may be assigned a credit limit of €10,000 and has an outstanding balance of €6,000.  This customer has requested a new sales order worth €3,000 but has an outstanding invoice of €2,500 which should have been paid 3 months ago.  We need a configuration to block this sale.  Further more the following needs to be taken into consideration:

  • a tolerance such that overdue invoices can be ignored if the outstanding value is within certain limits;

  • an overdue invoice should be ignored if there are unmatched / unsettled credit notes / payments that can cover the balance of the overdue invoice

Ideas Administrator

Thank you for your feedback.

We released this feature as part of the functionality in 2020 Wave 1 .

Please refer to the following link for more information: 




Dynamics 365 Finance,




This feature is critical to the management of shipments going out the door to a past due account. A customer can be within the credit limit but we would not want to ship more product if they are past due. We should be able to manage how many days past due (in setup) where an account would go on credit hold even if within the credit limit. I find myself lowering limits on customer accounts who pay slow so that they go on hold. Some customers will stretch terms and only pay if they are on hold. This is a basic request - we had it in our legacy software that was from the 70's. Please consider adding this feature.

Category: Accounts Receivable