Exam MB-310 topic 23 question 3 discussion

Actual exam question from Microsoft's MB-310

Question #: 3
Topic #: 23

HOTSPOT -
You need to identify why the sales orders were sent to customers.
Which configuration allowed the sales orders to be sent? To answer, select the appropriate configuration in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:

Show Suggested Answer

Suggested Answer:

Box 1: Exclusion rule -
VanArsdel, Ltd. exceeded its credit limit but the sales order was processed.
Set up blocking rules and exclusion rules
When a customer initiates a sales transaction, the information on the sales order is reviewed against a set of blocking rules that guide the decision of whether or not to extend credit to the customer and allow the sale to move forward. You can also define exclusions that will override the blocking rules and allow a sales order to be processed.

Box 2: Credit limit -
The credit management blocking rules can apply to an individual customer, or a group of customers. Blocking rules define responses to the following circumstances:
✑ Number of days overdue
✑ Accounts status
✑ Terms of payment
✑ Credit limit expired
✑ Overdue amount
✑ Sales order amount
✑ Portion of available credit used
Current environment. Finance: A blocking rule is set up to prevent a sales order from processing if a customer exceeds a credit limit.
Reference:
https://docs.microsoft.com/en-us/dynamics365/finance/accounts-receivable/cm-sales-order-credit-holds

by chenbenhua at Sept. 16, 2022, 10:40 p.m.

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chenbenhua

Highly Voted 7 months, 3 weeks ago

I think question 2 should be credit group

upvoted 6 times

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globeearth

Most Recent 1 week ago

1: VanArsdel, Ltd. : A. Exclusion rule: An exclusion rule in credit management allows specific customers, orders, or transactions to be excluded from credit limit checks. If an exclusion rule was configured for VanArsdel, Ltd., it could allow the sales order to process despite the credit limit being exceeded, effectively bypassing the blocking rule. context - Customer credit for VanArsdel, Ltd. is set at the account level, , not a group level. 2: Tailspin Toys : A. Credit group: A credit group allows multiple customer accounts (e.g., parent and subsidiary) to share a single credit limit. If Tailspin Toys and Wingtip Toys are part of a credit group with a combined limit (e.g., $100,000 for Wingtip Toys as the parent), the system would check the group’s total credit limit rather than Tailspin Toys’ individual $60,000 limit. The $70,000 order would then be allowed, as it falls within the group’s $100,000 limit.

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Exam MB-310 topic 23 question 3 discussion

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chenbenhua

globeearth

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