In daily business operations in accounts receivable, the accounting manager may need to stop transactions on a specific customer. The on-hold function for customers in Microsoft Dynamics 365 for Finance and Operations is located at the customer level. To access this function, navigate to Accounts receivable | Customers | All customers, select a customer, and go to the Credit and collections fast tab.
As shown in the following screenshot, the on hold function has several options based on customer transaction type, whether it is Invoice, All, Payment, Requisition, Never, or No (No is the default value). These options are used to prevent customers from executing particular transactions or to stop customers entirely:
- No: This option means that the customer is allowed to execute all transaction types
- Invoice: This option means that the customer is prevented from executing invoices transactions only
- All: This means that the customer is prevented from executing any transaction
The other options, Payment, Requisition, and Never, are related to the accounts payable module.
If an end user tries to select a customer with an on hold status, the system will prevent the transaction from proceeding to the creation step. This is shown in the following screenshot, where a user tried to create a sales order:
