> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Orders on Credit Hold, Microsoft Dynamics 365

> Sales Orders blocked at credit-hold gate, ranked by line value. How to read it, why it matters, and how to act on it.

**Metrics type:** [Supporting Metrics](/nerve-centre/overview#metrics-types-explained)  •  **Category:** [Ecommerce Platform](/nerve-centre/connectors#connectors-by-type)

> 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](/nerve-centre/kpi-cards/microsoft-dynamics/sales-orders-blocked-on-inventory-or-credit) | Headline: all blocked SOs.           |
| [Customer Credit Utilisation](/nerve-centre/kpi-cards/microsoft-dynamics/customer-credit-utilisation)          | Predictive.                          |
| [Credit Hold Spike Alert](/nerve-centre/kpi-cards/microsoft-dynamics/credit-hold-spike)                        | Alert.                               |
| [DSO](/nerve-centre/kpi-cards/microsoft-dynamics/days-sales-outstanding)                                       | 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 usage**

**Why 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 |                                                                         |

**Cross-connector reconciliation:**

Stripe payment failures often precede Credit Holds. Pair with [stripe.failed\_payment\_volume](/nerve-centre/stripe/failed_payment_volume).

## Known limitations / merchant FAQs

**Customer.Blocked = All vs Ship vs Invoice?**
All halts everything; Ship lets posting happen but blocks shipping; Invoice blocks invoicing.

**Auto-release on payment?**
Not automatic in BC. Customer pays, AR drops, but Customer.Blocked stays until manually released.

**Credit Limit override workflow?**
BC has standard approval workflow for limit overrides; Vortex IQ surfaces; merchant releases.

**Pending Prepayment status?**
Different. Pending Prepayment is a payment-required gate, not a credit-policy gate. Excluded.

**Multi-Company customer with separate limits per Company?**
Yes; tracked per Company.

***

### Tracked live in Vortex IQ Nerve Centre

*Orders on Credit Hold* is one of hundreds of KPI pulses Vortex IQ tracks across Microsoft Dynamics 365 and 70+ other ecommerce connectors. Nerve Centre runs the detection layer; Vortex Mind investigates the cause when something moves; Ask Viq lets you interrogate any number in plain English.

[Start for free](https://app.vortexiq.ai/login) or [book a demo](https://www.vortexiq.ai/contact-us) to see this metric running on your own data.