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Credit Blocking Rules for Sales Order in D365
Credit Policy Credit Scoring
This D365 course on credit blocking rules is your go-to guide on understanding various important factors such as overdue amounts, terms of payment, and blocked orders. Tune in to this creditor’s course and make better credit decisions now!
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  • Lesson Overview
  • Transcript
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In today's dynamic economy, sometimes it might get difficult for the credit analysts to assess the creditworthiness of the customer, as they fail to figure out the right parameters on the basis of which they can assess the customers. The lack of definite rules and parameters results in an unsettled situation, where they end up extending more credit limits to an unworthy customer. This raises a question on the credibility of the organization, business, and their employees.

This specialized Microsoft Dynamics course enables you to gain a better understanding of their credit management system where the credit analysts could check customers against a set of definite predefined rules known as 'blocking rules'.

Blocking rules allow credit analysts to set up a series of different blocking rules based on common credit-related rules that will trigger credit management holds on a sales order. This makes the task of analysts more simplistic and also adds credibility and transparency to the whole process.

Tune in to this course by our expert, Manmohan Jain, and learn about the various dimensions of blocking rules and how they are leveraged to assess the customer's creditworthiness and can save businesses from falling into debt by extending credit limits to inappropriate customers.

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Instructor
MANMOHAN JAIN · Chief Catalyst, Zensark
Manmohan Jain holds 25+ years experience in diverse technical and managerial roles., including Software Design, Product Development, Management, and Operations.
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Credit Blocking Rules for Sales Order in D365

Course 2 of 5 in Exclusive Credit Courses on Microsoft Dynamics 365

This D365 course on credit blocking rules is your go-to guide on understanding various important factors such as overdue amounts, terms of payment, and blocked orders. Tune in to this creditor’s course and make better credit decisions now!

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About this course

 

promoImage
description
lessonOverview

In today's dynamic economy, sometimes it might get difficult for the credit analysts to assess the creditworthiness of the customer, as they fail to figure out the right parameters on the basis of which they can assess the customers. The lack of definite rules and parameters results in an unsettled situation, where they end up extending more credit limits to an unworthy customer. This raises a question on the credibility of the organization, business, and their employees.

This specialized Microsoft Dynamics course enables you to gain a better understanding of their credit management system where the credit analysts could check customers against a set of definite predefined rules known as 'blocking rules'.

Blocking rules allow credit analysts to set up a series of different blocking rules based on common credit-related rules that will trigger credit management holds on a sales order. This makes the task of analysts more simplistic and also adds credibility and transparency to the whole process.

Tune in to this course by our expert, Manmohan Jain, and learn about the various dimensions of blocking rules and how they are leveraged to assess the customer's creditworthiness and can save businesses from falling into debt by extending credit limits to inappropriate customers.
transcript

Coming Soon
resources Coming Soon
discuss Coming Soon
instructor
name title image description
MANMOHAN JAIN Chief Catalyst, Zensark Manmohan Jain holds 25+ years experience in diverse technical and managerial roles., including Software Design, Product Development, Management, and Operations.
recommendation
image tag title description link duration
Collection Emails and Letters Creating Collection Letters in Microsoft Dynamics D365 Do you spend a lot of time writing collection letters for your late-paying customers? Learn how you could use different templates for your different types of customers based on your dunning strategies https://academy.highako.com/creating-collection-letters-in-microsoft-dynamics-d365-course 30 Min
Collections Prioritization Customizing Aging Reports in Microsoft Dynamics D365 Learn how to configure and build Microsoft D365 aging period for seamless customer aging process set up and invoicing. https://academy.highako.com/customizing-aging-reports-in-microsoft-dynamics-d365-course 30 Min
tribe
widgetType Id components
topic ms-d365-technical-skills-credit-management input

Curriculum20 Mins

  • How to Set Up Days Overdue Blocking Rules in D365 (~5 Mins)
  • Preview
    How to Set Up Days Overdue Blocking Rules in D365
  • How to Set Up Account Status & Terms of Payment in D365 (~5 Mins)
  • How to Set Up Risk Classification in Microsoft Dynamics D365
  • How to Set Up Overdue Amount & Sales Order Blocking Rules in D365 (~5 Mins)
  • How to Set Up Overdue Amount & Sales Order Blocking Rules in D365
  • How to Set Up Credit Limit Blocking Rules in D365 (~5 Mins)
  • How to Set Up Credit Limit Blocking Rules in D365

About this course

 

promoImage
description
lessonOverview

In today's dynamic economy, sometimes it might get difficult for the credit analysts to assess the creditworthiness of the customer, as they fail to figure out the right parameters on the basis of which they can assess the customers. The lack of definite rules and parameters results in an unsettled situation, where they end up extending more credit limits to an unworthy customer. This raises a question on the credibility of the organization, business, and their employees.

This specialized Microsoft Dynamics course enables you to gain a better understanding of their credit management system where the credit analysts could check customers against a set of definite predefined rules known as 'blocking rules'.

Blocking rules allow credit analysts to set up a series of different blocking rules based on common credit-related rules that will trigger credit management holds on a sales order. This makes the task of analysts more simplistic and also adds credibility and transparency to the whole process.

Tune in to this course by our expert, Manmohan Jain, and learn about the various dimensions of blocking rules and how they are leveraged to assess the customer's creditworthiness and can save businesses from falling into debt by extending credit limits to inappropriate customers.
transcript

Coming Soon
resources Coming Soon
discuss Coming Soon
instructor
name title image description
MANMOHAN JAIN Chief Catalyst, Zensark Manmohan Jain holds 25+ years experience in diverse technical and managerial roles., including Software Design, Product Development, Management, and Operations.
recommendation
image tag title description link duration
Collection Emails and Letters Creating Collection Letters in Microsoft Dynamics D365 Do you spend a lot of time writing collection letters for your late-paying customers? Learn how you could use different templates for your different types of customers based on your dunning strategies https://academy.highako.com/creating-collection-letters-in-microsoft-dynamics-d365-course 30 Min
Collections Prioritization Customizing Aging Reports in Microsoft Dynamics D365 Learn how to configure and build Microsoft D365 aging period for seamless customer aging process set up and invoicing. https://academy.highako.com/customizing-aging-reports-in-microsoft-dynamics-d365-course 30 Min
tribe
widgetType Id components
topic ms-d365-technical-skills-credit-management input

Curriculum20 Mins

  • How to Set Up Days Overdue Blocking Rules in D365 (~5 Mins)
  • Preview
    How to Set Up Days Overdue Blocking Rules in D365
  • How to Set Up Account Status & Terms of Payment in D365 (~5 Mins)
  • How to Set Up Risk Classification in Microsoft Dynamics D365
  • How to Set Up Overdue Amount & Sales Order Blocking Rules in D365 (~5 Mins)
  • How to Set Up Overdue Amount & Sales Order Blocking Rules in D365
  • How to Set Up Credit Limit Blocking Rules in D365 (~5 Mins)
  • How to Set Up Credit Limit Blocking Rules in D365