News and Announcements icon

Dynamics 365 CommunityForums Finance forum Implement Notificatio...

Finance forum

Unanswered

Implement Notification on Exceeding Credit Limit During Journal Posting

(1) Share

Report

Report

Posted on by CU19051539-1

I need to add a notification in the "LedgerJournalTransDaily" form. Whenever the trial balance is calculated or posted based on the closing balance, a warning message should be displayed. I have already added a credit limit field in the "MainAccount" table.

Categories:

Development / Customization / SDK

All responses Img

All responses (3)

Answers Img

Answers (0)

CU19051539-1 on at

Like (0)

Report

Implement Notification on Exceeding Credit Limit During Journal Posting

CreditLimit(Petty cash balance) this is the custom field I've added in the MainAccount Table, required is If journal is Posted -> check the closing balance -> compare with the credit limit -> if closing balance is less then the mentioned amount give - error/message
CU19051539-1 on at

Like (0)

Report

Implement Notification on Exceeding Credit Limit During Journal Posting

CreditLimit(Petty cash balance) this is the custom field I've added in the MainAccount Table, required is
If journal is Posted -> check the closing balance -> compare with the credit limit -> if closing balance is less then the mentioned amount give - error/message
Anton Venter 9,417 Super User on at

Like (1)

Report

Implement Notification on Exceeding Credit Limit During Journal Posting in D365FO

Hello,

Credit limits are related to the customer sub ledger and already exists in the standard application. Can you explain in detail what is required?

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 287,773 Super User

#2

Martin Dráb 225,513 Super User

#3

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans