Sales Order Credit Limits

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Posted on by Sharon12

Hi Everyone,

We are looking at moving to a new ERP. Dynamics seems like a great fit BUT after downloading a trial version, am I correct there is no "standard" process for stopping orders that go over their credit limit. Business Edition "on paper" suits our needs and surprised it is missing. Or am I missing something? Our 20+ years ERP has this a standard, but we do not need a full "bell and whistles" ERP something more simplistic. Keen to hear thoughts?

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Sales

Financial Management

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DAnny3211 9,217 Moderator on at

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RE: Sales Order Credit Limits

hi

then what you want are you need an apersonalisation

DAniele
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YUN ZHU 69,933 Super User 2024 Season 2 on at

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RE: Sales Order Credit Limits

Hi, I think you can use Workflow to do similar functionality. Here is a simple example.

https://stoneridgesoftware.com/managing-credit-limits-business-central-implementing-credit-limit-approval-process/

Hope this helps.

Thanks.

ZHU
Sharon12 5 on at

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RE: Sales Order Credit Limits

Thank you for the detail - looking for a physical hold - prevent order going to next stages - rule blocking like in Financials. IMO stopping an order which takes a customer over its credit limit , validating before shipping is a fundamental process to reduce financial risk.

Am I missing something?
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DAnny3211 9,217 Moderator on at

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RE: Sales Order Credit Limits

hi

look this

learn.microsoft.com/.../credit-limits-customers

DAniele