Share
Report
13HI,
I'm investigating functionality of “Credit and collections > Customers > Customer credit groups”.
Microsoft Learn said when credit limit is $20,000 for individual customer and $15,000 for customer credit groups, any sales over $15,000 will be blocked.
Credit limit scenarios - Finance | Dynamics 365 | Microsoft Learn
But when I tried, it says “Credit limit is OK.”
Error message is shown if I updated credit limit on the customer $15,000.
As I check source code, CustCreditLimitCredMan_Extension.getCurrentCreditMax doesn't refer Customer Credit Group, and CredManCustCreditLimitCrossCompany.check is not refered.
I confirmed credit limit type is set to “Balance + All” on credit and collections parameter form, and the customer is associated to the group.
Any configuration is missing? or Should I use another menu item to check credit limit for Customer Credit Group?
Version I used for this scenario is:
Installed product version : 10.0.48 (10.0.2645.90)Installed platform version : Update72 (7.0.7996.81)
All responses (
Answers (
