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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / AX doNot check credit ...
Finance | Project Operations, Human Resources, ...
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AX doNot check credit limit on SO if a customer reached limit at midst of confirmation batch job?

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Posted on by Ett 489

Hi guys,

We run a bacth to confirm SO and activated Error if there is an over credit limit account

pastedimage1590715466643v2.png

We got a big issue when batch run End but AX seemed not to check credit limit if there are a number of SOs under same customers ended at same batch. 

For example, 3 orders for same customer have added up and over credit limit. System has successfully confirmed all orders. We didnt know which order made this customer account over limit untill releasing 3 orders to WH and got error. It  could be stopped the order from confirmation step.

Could you please advise what should we do to stop confirming orders if customers reached credit limit at mist confirmation job via Batch?

Please advise!!!

Note: We are using an external software to create orders and use Batch from AX to upload and confirm SOs. In wonder if This AIF setup in AR will work in this case?

Many thanks

Ett

pastedimage1590714819903v1.png

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: AX doNot check credit limit on SO if a customer reached limit at midst of confirmation batch job?

    Good morning Ett,

    Great to hear that things work now.

    Is there anything else that you need from the community?

    If this is not the case can we verify the answers to get this thread completed?

    Many thanks and best regards,

    Ludwig

  • Ett Profile Picture
    Ett 489 on at
    RE: AX doNot check credit limit on SO if a customer reached limit at midst of confirmation batch job?

    Hi Ludwig,

    The things I selected in AR parammeter do not work because SOs from outside system seems not to work as AIF (XML).

    I found another solution which SOs will come to AX under DIXF text at first, then, I try to run a batch job for Recalculation Credit Limit before running job of Confirmation. And it works as I expected. AX adds up the amount on coming SOs and calculates credit available then decide to confirm it if the customer still has enough credit. AX will check on each SO.

    Thanks for your suggestion.

    Ett

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: AX doNot check credit limit on SO if a customer reached limit at midst of confirmation batch job?

    Hi Ett,

    I think that you can make use of the standard periodic job 'sales order confirmation'.

    Once your orders are uploaded the job can grab newly created ones and confirm them.

    Irrespective of that, I was wondering what the additional parameter that you have in your accounts receivable parameter form is doing? There seems to be already a modification in place and I wonder what this modification is supposed doing? Can you find out?

    Best regards,

    Ludwig

  • Ett Profile Picture
    Ett 489 on at
    RE: AX doNot check credit limit if a customer reached limit at midst of confirmation batch job?

    Hi Ludwig,

    Thanks for your quick response.

    The orders is created outside but isnt confirmed after uploaded to AX. We confirm these orders by batch.

    This is an ordinary SOs.

    Do u have any suggestion instead of customization?

    Many thanks

    Ett

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: AX doNot check credit limit if a customer reached limit at midst of confirmation batch job?

    Hi Ett,

    If you create and confirm the sales orders outside of AX2012 then I would suspect that there have been some changes made on the credit limit checks, which usually start coming in when you confirm the order.

    Can you let us know if this is related to a retail business scenario or are you processing 'ordinary' sales orders?

    Also, can you talk to a technical expert about the credit control parameter and the related adjustments? I don't have this in my demo machine and would suspect that this is part of a customized solution.

    Best regards,

    Ludwig

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