For a step by step guide on how to use the D365 Excel add-in see this post.These different hold types can restrict certain transactions or completely hold the account for all transactions.There are also ways in D365 Finance and Operations that instead of putting an entire customer account on hold, you can put an individual sales order on hold.
Confirm Quote To Sales Order In D365 How To Use The![]() ![]() Put A Customer On Hold The most common way to put a customer on hold is to put the customer account on hold. To put a customer account on hold, navigate to Accounts receivable Customers All customers. Open the customer account you want to put on hold by clicking the customer account number hyperlink. In the Credit and collections fast tab, click the dropdown for the Invoicing and delivery on hold field and select the type of hold required for the customer. Although there appear to be 6 options there are really only 3 options for customers (No, Invoice, All). The field is an enumerated value field that is also used by the vendor table and vendors use all 6 values. Its a bit of a quirk or user experience issue depending on your point of view. Below are the customer hold types and what each one means in terms of the functionality. So, if you want to take a customer off hold chose this value. Invoice This hold type means that a sales order can be created but the packing slip, and invoice buttons will be disabled. This option will still allow you to post payments against the customer. You will also receive a warning message when you create the sales order letting you know that the customer is stopped for invoicing. All If you select this option the customer is on hold for all transactions which includes, payments, sales orders, sales quotations, and invoices. ![]() You will be able to create a sales quotation but the Send quotation button will be disabled. Confirm Quote To Sales Order In D365 Update The InvoicingMass Update Hold Status You can manually update the Invoicing and delivery on hold field for each customer that needs to go on hold but if you have a large number of customers that need to be put on hold, it may not be feasible to manually update each account. In that case you can use the D365 Excel add-in functionality to update the Invoicing and delivery on hold field to the appropriate value for multiple customer accounts and then publish back the changes to D365. To do this navigate to Accounts receivable Customers All customers. Click the Microsoft office icon in the top right corner and click the Customers data entity in the Open in Excel section. Then you can modify the Invoicing and delivery on hold field and click the Publish button to upload the changes to D365.
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