Skip to main content
Business Central forum
Unanswered

Credit Limit Check in Business Central

editSubscribe (0) ShareShare
ReportReport
Posted on by 92

I have a customer with a credit limit of £300.

They have a balance of £75 BUT this balance is not due (today is 24/11/22, and the invoice for £75 is due on 24/12/22).

When I enter an order for £250, i get the credit limit warning, saying the customers credit limit has been exceeded. 

This is not strictly true, because the £75 balance is not yet due, so they actually have £300 credit.

Is there a way of telling BC to only present the warning based on the ageing of the balance? The £75 balance is in the current ageing bucket, so if the balance is not overdue, don't include that in the credit limit calculation?

Does anyone have custom code or an app for this please?

Helpful resources

Quick Links

What Motivates a Super User?

We know many of you visit the Dynamics 365 Community and Power Platform…

Demystifying Copilot with Georg Glantschnig…

Industry experts answer burning questions directly from our amazing Community…

Setting Up Knowledge Sources for Copilot…

Look at how configuring a comprehensive knowledge base is crucial…

Leaderboard

#1
Andre Arnaud de Calavon Profile Picture

Andre Arnaud de Cal... 283,045 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 222,570 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,138

Product updates

Dynamics 365 release plans