ERP User GuideMicrosoft Dynamics 365 for Finance and Operations

Microsoft Dynamics 365 for Finance and Operations

Customer Blocking



Every customer has his or her purchase history where all orders, payment transactions, invoices, and deliveries are stored. All this information is stored in Microsoft Dynamics 365 for Finance and Operations. If some transactions have been already created for a customer, you will not be able to remove this customer in Dynamics 365 for Finance and Operations, however you can block him or her and prevent from placing orders in a Sana webshop. You might want to block the customer for variety of reasons, for example until the customer pays his or her outstanding invoices.

A blocked customer cannot:

  • see price and stock information
  • place orders and quotes
  • pay invoices
  • convert quotes to orders
  • create return orders

You can block a customer in Microsoft Dynamics 365 for Finance and Operations. Open the Customer form, on the Credit and collections FastTab, in the field Invoicing and delivery on hold select one of the available options.

You can block the customer by selecting either Invoice or All in the field Invoicing and delivery on hold. The customer can still log in to the webshop, but he or she will see a message at the top informing the customer that he or she cannot place orders, see prices and stock.

A customer can be also blocked, if he or she does not meet the requirements set in the table Data Validation Rules in Dynamics 365 for Finance and Operations. For more information, see "Data Validation Rules".

ERP User GuideMicrosoft Dynamics 365 for Finance and Operations