How To Put Customer On Hold

Scenario in which customer has crossed his due limits and need to be on hold till he clears his dues .Or due to any other reason we are in need to put a customer on hold .This can be achieved in two ways in AX either manually going and putting a customer on hold or automatically restricting a customer to post any transactions:

Lets discuss how to achieve this Manually:

• Create an ageing bucket and  select it on Account Receivable parameters form under collections tab 
• Whenever the customer cross is overdue , owed  to  the collection assigned Ageing Indicator would be displayed  and the user  can manually go and put the customer on hold 
• To do this go to the customer master ,Credit and Collections fast tab,Select desired option for the select box "Invoicing and delivery on hold "
• This will put the customer on hold.

Lets discuss how to achieve this Automatically

• Navigate to Account Receivable ->Setup ->Accounts receivable parameters 
• Click on Credit Rating ->Select "Error" for the select box "Message when exceeding credit limit "
• Now the customers would automatically be restricted from making any transactions .