Sales Orders blocked at credit-hold gate, ranked by line value.
At a glance
Sales Orders held by Customer Block (Credit) status, ranked by Order value. Each row shows Customer Name, SO value, Customer.Credit Limit, current AR, days held.
| What it counts | Sales Orders where the Customer has Customer.Blocked = 'All' or 'Ship' due to credit policy, OR Customer.Credit Limit exceeded. |
| Tax treatment | Net of VAT. |
| Currency | Reporting Currency. |
| Time window | RT |
| Alert trigger | >0 high-value held |
| Sentiment key | credit_hold |
| Roles | owner, finance, operations |
Calculation
Calculated automatically from your Microsoft Dynamics 365 data. See the At a glance summary above for what the metric tracks and the worked example below for a typical reading.Worked example
US distributor on BC, snapshot 14 Apr 26.| Customer | SO Value | Credit Limit | Current AR | Days Held | Reason |
|---|---|---|---|---|---|
| Acme Tech | $184K | $2.0M | $2.18M | 4 | Limit Exceeded |
| DeltaCorp | $48K | $250K | n/a | 9 | Customer.Blocked = Ship |
| Newcorp | $34K | $100K | $108K | 2 | Limit Exceeded |
| Total Held | $266K |
Sibling cards merchants should reference together
| Card | Why pair |
|---|---|
| Sales Orders Blocked | Headline: all blocked SOs. |
| Customer Credit Utilisation | Predictive. |
| Credit Hold Spike Alert | Alert. |
| DSO | Higher DSO drives more credit holds. |
Reconciling against the vendor’s own dashboard
Where to look in Business Central:Sales Orders > filter by Customer.Blocked != ’ ’ OR overage-via-Credit-Limit Customer Card > Statistics > Credit Limit usageWhy may differ:
| Reason | Direction | Why |
|---|---|---|
| Block type variants | Either | Card flags All / Ship / Credit Limit; some manual filters miss one type |
| Multi-Company | Card sums |