Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Customer Credit limit
Finance | Project Operations, Human Resources, ...
Unanswered

Customer Credit limit

(1) ShareShare
ReportReport
Posted on by Sharlene Aleman 61
Hi, good day and happy new year everyone!
 
I would like to ask for your insight regarding customer credit limits in D365 F&O. Is there a 1. Option to generate a report in D365 identifying customers to be placed on hold due to approaching or exceeding credit limits and
2. Option to generate a report of customers eligible for release from hold as their credit becomes available again
 
Thank you.
Categories:
Dynamics 365 Finance

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

photo of Muhammad Affan

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

thumbnail image of a pie chart section

Top 10 leaders for November!

Congratulations to our November super stars!

thumbnail image of the word Tip

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,458 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,543 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans