Order and Credit Holds
InXtend Order and Credit Holds for Microsoft Dynamics 365 Business Central
Hold sales orders with your own hold codes and credit rules until an authorized user releases them.
Business Central can block a whole customer or warn about a credit limit, but cannot stop one order for a review and record who cleared it. Order and Credit Holds adds hold codes that block release, warehouse shipment and posting, plus automatic credit-limit and overdue holds checked live at each step.
Part of the Transition Pack. For teams used to the sales process holds and customer hold in Microsoft Dynamics GP.
What it does
- Your own hold codes
- Each code blocks release, warehouse shipment line creation or posting as you choose.
- Restricted removal
- Only listed users or app administrators can remove a hold.
- Customer credit hold
- With a reason that shows on every held order.
- Automatic credit holds
- Credit limit and overdue balance conditions, checked at release, shipment and posting.
- One-order release
- Release an automatic hold for one order; it ends if the order amount increases.
- Hold history
- Holds FactBox, Orders on Hold list and a history of who set and removed each hold.
Get Order and Credit Holds when it launches
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