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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Sales Order Credit Limits
Small and medium business | Business Central, N...
Suggested Answer

Sales Order Credit Limits

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Posted on by Sharon12 5

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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Dynamics 365 Business Central
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 11,397 on at

    hi

    look this

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

    DAniele

  • Sharon12 Profile Picture
    Sharon12 5 on at

    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? 

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 95,329 Super User 2025 Season 2 on at

    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

  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 11,397 on at

    hi

    then what you want are you need an apersonalisation

    DAniele

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