Problem: In Dynamics 365 Finance, Intercompany Direct Delivery scenarios, customer credit management is evaluated only at the Originating Company (OC). When a customer exceeds their credit limit or is placed on credit hold, downstream intercompany fulfillment processes in the Intercompany (IC) company—including pick list creation and warehouse execution—do not respect the OC customer’s credit status.
Impact: This allows goods to be picked, packed, and shipped from the IC warehouse despite credit restrictions at the OC, creating financial exposure, compliance risks, and a gap in centralized credit enforcement for organizations using distributed intercompany logistics.
Ask: Enhance Intercompany Direct Delivery processing to propagate and enforce the OC customer’s credit status in the IC company by applying credit holds to intercompany pick lists and warehouse documents when credit limits are exceeded, and automatically resuming processing once the credit issue at the OC is resolved.
Comments
This can be partially solved with blocking rules on account status.and credit limit.The issue is that the originating sales order does not have a picking list generated and therefore the credit management checkpoints are not valid on the pick task.The credit checks are not done until the packing slip phase. This results in work being released to the warehouse for picking that will not be stopped until it is packed and cannot have the packing slip posted in the originating site.
Category: Credit and collections
This is a really important issue!
Category: Credit and collections
Great idea!!
Category: Credit and collections