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Microsoft MB-310: What Are the Three Options to Set Up Blocking Rules for Credit Holds on Sales Orders in Dynamics 365 Finance?

Learn the three options you can use to configure blocking rules for credit holds on sales orders in Microsoft Dynamics 365 Finance. Get the details to ace your MB-310 exam.

Table of Contents

Question

A company uses Microsoft Dynamics 365 Finance.

You need to configure credit holds for sales orders.

Which three options can you use to set up blocking rules? Each correct answer presents a complete solution.

NOTE: Each correct selection is worth one point.

A. Risk group
B. Customer group
C. Number of days overdue
D. Credit limit expired
E. Terms of payment

Answer

The three options you can use to set up blocking rules for credit holds on sales orders in Dynamics 365 Finance are:

A. Risk group
C. Number of days overdue
D. Credit limit expired

Explanation

In Dynamics 365 Finance, you can configure credit management settings to automatically place sales orders on hold based on certain criteria. The three options that allow you to set up these blocking rules are:

  • Risk group: You can assign customers to different risk groups (like low, medium, high) and then block orders from customers in higher risk categories.
  • Number of days overdue: Orders can be automatically blocked if the customer has invoices that are overdue by a specified number of days that you configure.
  • Credit limit expired: If a customer’s credit limit has expired based on the expiration date, their orders can be automatically placed on credit hold.

The other two options listed – Customer group (B) and Terms of payment (E) – cannot be used to configure blocking rules for credit holds on sales orders in Dynamics 365 Finance.

So in summary, the three correct options that each present a complete solution for setting up blocking rules are A (Risk group), C (Number of days overdue), and D (Credit limit expired).

Microsoft MB-310 certification exam assessment practice question and answer (Q&A) dump including multiple choice questions (MCQ) and objective type questions, with detail explanation and reference available free, helpful to pass the Microsoft MB-310 exam and earn Microsoft MB-310 certification.