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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / credit limit approval
Microsoft Dynamics AX (Archived)

credit limit approval

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Posted on by Community Member

using work flow when we approve credit limit for customers  it takes around 2 minutes to get limit approved. We need to wait atleast 1.5 to 2 minutes to get the limit approved within dynamcis AX 212 R3. We have 3700 active customers and keep on changing credit limit for many customers. 

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  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Wilson John,

    Thank you for this information.

    What is your exact question, how to configure a workflow for credit limit approvals or how to accelerate the credit limit approval process?

    Would be great if you could clarify.

    Many thanks,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    hi Ludwig

    Once the credit limit is approved it takes 1.5 to 2 minutes to reflect latest approved credit limit. User has to wait for credit limit to reflect for posting customer invoice

    thanks

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Wilson John,

    When you enter a different credit limit, users should see a form 'recalculate credit limit' popping up, right?

    In this form you can specify that the calculation is run in batch mode.

    This is something you can do from an end user perspective to accelerate the whole process.

    Have you already tried that?

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Hi Ludwig,

    thanks for your reply. I am new to Dynamics AX. Can you please let me know where is this option of Recalculate credit limit' in customer master

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Good Morning Wilson John,

    If you enter a higher or lower credit limit in the customer master - there is a special field for that - and leave the field by clicking in a different field or using the tab button then a window should pop up asking you whether the credit limit should be recalculated.

    Please test this in one of your test systems first.

    If you do not see this window popping up then there must be some AR parameter settings missing.

    Please double check them in regards to the credit limit specification/check.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Hi Dr. Ludwig,

    Thanks for your quick response as usual.

    I am able to find the screen 'recalculate credit limit'. I feel my requirement not explained properly earlier. I will ask again.

    1) We have enabled credit limit for clients

    2) There is approval kept for credit limits

    3) upto to AED 10000 can be approved by user1

    4) Above 10000 and upto 50000 user2

    5) Above 50000 user 3 and it goes on

    When we invoice, due to credit limit, billing will be blocked and credit limit will be increased after internal discussion

    Issue is - After revising the credit limit we need to wait for atleast 1.5 minutes for new credit limit to get reflected in dynamics AX

    We have 4000 plus customers and we do billing for atleast 600 customers a day.

    As per dynamics vendor, we need to wait for atleast 2 minutes to get the updated credit limit reflected in system

    Any possibility this new credit limit updated can reflect in customer account with shortest time.

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Wilson John,

    Can you explain more about step 2?

    Is this a workflow or an adjustment that has been implemented?

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    yes workflow implemented.

  • DynamicsAXExplorer Profile Picture
    DynamicsAXExplorer 431 on at

    There is a batch job that runs that will process the workflow jobs. Did you see how frequently did you set that up? If the batch job that takes care of workflow approval is set for every 2 minutes, you have to wait for 2 minutes for batch job to start and process the submitted flow. If you reduce that time that would help i guess.

  • Community Member Profile Picture
    Community Member on at

    this is set for 1 minute and thats the minimum available in setup , any possibility to  reduce this through some other process.

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