Dynamics Community Forum Thread Details

customer credit limit

hello

Is there a feature or setting that can trigger a notification displaying a customer's credit limit and balance when they are selected in the create sales order screen?

Categories:

Dynamics 365 Sales

My response was crafted with AI assistance, tailored to provide detailed and actionable guidance for your query.
Unfortunately, Acumatica doesn't have a built-in feature to automatically display a customer's credit limit and balance when they are selected in the create sales order screen.

However, there are a couple of workarounds you can explore:

1. Custom Scripting:

You can write a custom script that would trigger when a customer is selected in the create sales order screen.
This script could fetch the customer's credit limit and balance from the database and display it in a message box or on the screen itself.
This approach requires some technical expertise and knowledge of Acumatica's customization framework.

2. Third-party Add-on:

There might be third-party add-ons available for Acumatica that offer this functionality.
These add-ons can provide additional features and integrations that might be helpful.
You can research available add-ons and their capabilities to see if they meet your specific needs.

Additional Considerations:

Security: If you choose to implement a custom script, ensure that it is secure and doesn't expose sensitive information.

Performance: Consider the performance impact of any custom script or add-on, especially if you have a large number of customers.

Maintenance: Custom scripts and add-ons may require ongoing maintenance and updates to ensure compatibility with future Acumatica versions.

Consider Acumatica's Built-in Features: While there isn't a direct feature for displaying credit limits and balances, you can leverage Acumatica's existing features to monitor customer credit. For example, you can use the customer credit limit field and the credit limit warning feature to control credit exposure.