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Extend the credit and collections hold functionality to put a production order and transfer order on hold when the sales order goes on hold. The credit and collections functionality does not put the sales order on hold until it is confirmed. Sales orders confirmations are optional in D365. There needs to be a credit stop, or make the confirmation required.

Production Orders and Transfer Orders can be created from a sales line before the sales order confirmation is performed. Extend credit checking so that the sales order confirmation logic is ran when a user tries to create a production order or transfer order from the line.

For direct delivery sales orders, execute confirmation logic and stop PO creation if sales order violates credit rules for customer.

Extend the credit and collections functionality to consider sales quotes. The new credit and collections hold functionality does not check credit when sales quotes are created or confirmed. Credit is not checked until the quote is confirmed to a sales order. At that point the standard credit checking will give a message that the credit rules have indicated a violation but the sales order is already created. In addition, the sales order does not go on credit hold. Only a message has been generated that the order violates a credit checking rule. Lastly the sales order, when manually confirmed as a subsequent step, does not go on credit hold. The entire credit hold process out of box is rendered useless in the case of sales quotes.

Extend credit and collections to place production order and transfer order on hold when the sales order goes on hold. Display related sales order and hold status. There is no indication to the shop floor that the orders should not be started.
Category: Data Management
STATUS DETAILS
New

Comments

T

This functionality would prevent the consumption or loss of raw materials in the D362 Production Order and MFG Pick List processes.

Category: Data Management