Bank Credit Limit Tolerance Functionality in Microsoft Dynamics 365 Finance and Operations

Dear Microsoft BizApps Community,

Welcome to my next blog on Bank Credit Limit Tolerance Functionality in Dynamics 365 Finance and Operations.

In many organizations the Treasury team or Finance Managers wants to put a control on Bank outgoing money, such as if the bank has no balance, system must not allow users to book any outgoing payments from that bank in Dynamics.

Or, for some bank accounts organization- can decide up to certain credit limit tolerance (example 3000 INR/USD), if the bank balance is exceeding this credit tolerance by the outgoing payment, system should not allow users to post the entry or give an warning as per the setup.

Check this video to understand the scenario and end to end configurations in Dynamics 365 Finance and Operations.

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That's it for this blog, stay tuned for the next one.