Customers over credit limit

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Posted on by MH-12092052-0

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Hello all, I need your help please.

Some of my customers go over their credit limit; hence, the orders go out.

Is these a way that I can have the system send me an alert when an account goes over its credit limit, if so is this easy to do, is it done thru alerts or workflow, and how to proceed.

So I have around 100 accounts which are over their cl, but I prefer to receive an email in my outlook telling me that XYZ account is over their cl

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Dynamics 365 Finance

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11manish 958 on at

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For most organizations, I would recommend:

Real-time flow when an account first exceeds its credit limit.

Add a flag such as "Credit Limit Alert Sent" to prevent duplicate emails.

Optionally, send a daily summary email of all accounts currently over the limit.

This way, you receive a notification when an account first goes over its credit limit without being overwhelmed by repeated alerts for the same account.

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