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.