D365: How to restrict customers from making any transactions when exceeding credit limit

When customer has crossed his due limits, and need to be on hold till he clears his dues, in AX you have the ability to automatically restrict customers from posting any transactions in this case.

Navigate to Account Receivable > Customers > All customers

Click on Customer account link

Expand Credit and collections fast tab

Set the credit limit

Check the Balance of the customer just to make sure that you do not exceed the limit at this point

Navigate to Account Receivable > Setup > Accounts receivable parameters

Click on Credit Rating

Select “Error” in the “Message when exceeding credit limit ” drop-down list

Navigate to Accounts receivable > Orders > All sales orders

Create new sales order

Create sales order line

Set the Unit price more than Credit limit and save the record. The system response will be an error message “Sales order ### Credit limit exceeded Open balance: ##.## Current order ##.## New balance: ##.## Credit limit: ##.##. Credit excess: ##.##”.