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How to: Manage Customer Credit Information (Mexico)

In Dynamics NAV, you can add comments to customer credit information. You can also hold and block customers with bad credit before shipping or invoicing occurs.

To add comments to customer credit information

  1. Choose the Search for Page or Report icon, enter Credit Management, and then choose the related link.

  2. In the Customer List - Credit Mgmt. window, select a customer, and then choose the Comments action.

  3. In the Comment Sheet window, fill in the fields as described in the following table.

    Field Description
    Date The date of the comment.
    Comment The comment about the customer. You can enter a maximum of 80 alphanumeric characters.
  4. Choose the OK button.

To prevent an order from shipping or invoicing

  1. Choose the Search for Page or Report icon, enter Customers, and then choose the related link.

  2. Select the customer, and the choose the Ledger Entries action.

  3. In the On Hold field, enter the initials of the customer.

  4. Choose the OK button.

    Note

    You must have the proper security clearance to add or remove holds on individual sales orders using the On Hold field.

To block a sales order for a customer

  1. Choose the Search for Page or Report icon, enter Customers, and then choose the related link.

  2. Select a customer, and then choose the Edit action.

  3. On the General FastTab, in the Blocked field, select one of the following options:

    • <<Blank>> – Transaction is allowed for this customer.
    • Ship – New orders and new shipments cannot be created for this customer. Existing shipments not yet invoiced can be invoiced.
    • Invoice – New orders, new shipments, and new invoices cannot be created for this customer. Existing shipments not yet invoiced cannot be invoiced.
    • All – No transaction is allowed for this customer, including payments.
  4. Choose the OK button.

See Also

Dynamics 365 Business Central
Mexico Local Functionality
Finance
Setting Up Finance