Microsoft Dynamics AX – Customer Credit Limit Management – Sales Order Check (i)

In the previous blog post I have explored Microsoft Dynamics AX – Customer Credit Limit Management – Setup. In this post I will focus on the execution of credit limit control in the transaction level.

I have create a new customer, here Microsoft Dynamics AX consider customer balance is zero.

Creates a new Sales Order for this customer with 1000.00 USD.

 Check customer credit limit, Microsoft Dynamics AX give the info log indicates that the Credit limit exceeded

Open balance: 0.00  “Current customer balance from customer advanced collections”
Current order: 1,000.00 “Current sales order amount” 
New balance: 1,000.00
Credit limit: 0.00 “Non cash credit limit which assigned to customer”
Credit excess: 1,000.00 “Amount exceeded from customer balance”

New balance = – Open balance + Current order

Credit excess = New balance – credit limit  

User Group: Dynamics Arabia