Hello! In D365 I have a customer with a large credit balance on their account. They do not want us to apply the open invoices to the credit until the entire credit has been used. This causes them to have aged invoices and triggers their orders to go on hold.
Is there a way to exclude customers with a credit balance from going on hold, even if they have “past due” invoices?
Hi Emily,
I’ve run into this situation before with a customer, and it’s definitely a tricky one. By default, D365 just sees the overdue invoices and doesn’t care that the account is sitting on a big credit, so it pushes them on hold.
What worked for us in the past was:
Adding a simple rule in credit management so that if the customer’s credit balance is above a certain amount, they don’t get flagged for hold.
Tweaking the invoicing/credit capture logic so the system first checks available credit before treating invoices as overdue.
In one case, we added a small extension to make sure the “on hold” check considered credits, and that solved it.
It’s not something you get out-of-the-box, but it can be handled with a bit of config or a lightweight customization. We did this for a client recently, and it made their order flow much smoother. If needed, I’d be happy to share how we approached it.
If you’d like to discuss this in more detail or see how we’ve handled it in practice, feel free to reach out: hardik.gupta@allgrowtech.com