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MSDyn365FO Credit Management, Part 1 – Environment, Security, & Workflows

Credit Management for D365FO

Last week, we discussed a brief overview of the new MSDyn365FO Credit Management functionality. This week, we’ll be diving deeper to run through how to find out if Credit Management is enabled in your environment, as well as the new security and workflow features.

As this is a hefty topic, this blog is Part 1 of a multi-part series detailing the new Credit Management functionality and features in D365FO. Find last week’s overview blog here!

Is Credit Management enabled in your environment?

Before we get started, Credit Management is enabled in your environment? To find out if Credit Management has been enabled, go to System administration > Workspaces > Feature Management > enter credit management into the search field > check the Enable date.  If the Enable date is populated that means that Credit Management is enabled in your environment or will be on that date.

Credit Management System AdministrationCredit Management Feature Management

Are there any new security roles for Credit Management?

Yes, there are 2 new security roles!  I didn’t test out the new security roles but if you want to view the details of each of the roles, go to System administration > Security > Security configuration > look for Credit management clerk and Credit management manager > to view the security details click on View permissions.

One important thing I had learned… Even though the Credit Management configuration is setup per legal entity, by using the new security roles you can manage the Credit Hold List across multiple legal entities.Credit Management Security Configuration

Are there any new workflows available?

Yes, there are 3 new workflows!  To access the workflow setup, go to Credit and collections > Setup > Credit management workflows.Credit Management Workflows

Below are the three new workflows and a brief description of each:

  • Credit management release workflow – If a sales order is on hold, you can set up a workflow for the record to go through to be released from hold.
  • Credit limit adjustment line workflow – When using Credit limit adjustments, if you want each line on the adjustment batch to go through a workflow, used this workflow option.
  • Credit limit adjustment workflow – When using Credit limit adjustments, if you want the whole batch to go through a workflow, used this workflow option.

Credit management workflows

 

This blog is a multi-part blog series detailing the new Credit Management functionality in Dynamics 365 for Finance and Operations.  Look for additional releases in this series in the coming weeks!

Looking for more posts?

MSDyn365FO Credit Management, Overview – Credit Management Overview

 

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