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Commercial / Retail sales orders should NOT be excluded from credit management by default. Parameter on the Legal entity level should be added that will indicate if the field should default to Yes or No for Call Center Sales Orders.

Vinay Chaubey on 12/10/2021 3:22:52 PM
Present Scenario: When any new sales order is created through Retail and Commerce module and is linked to a channel, then the “Exclude from credit management” option in the credit management section in header is by default set to YES which is not desired.

Excepted Scenario: Parameter on the Legal entity level should be added that will indicate if the field should default to Yes or No for Call Center Sales Orders.
Category: Sales and marketing
STATUS DETAILS
Declined
Ideas Administrator

Administrator on 2/1/2022 7:08:38 AM

This is duplicate of the below idea. So please use the idea mentioned below for further updates:

https://experience.dynamics.com/ideas/idea/?ideaid=39582223-4378-ec11-b820-0003ff45920b  --- This idea will be updated with the recent updates