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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Parameter to Exclude p...
Finance | Project Operations, Human Resources, ...
Unanswered

Parameter to Exclude project Invoices from Credit limit check.

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Posted on by AmitD36518 62
Hi Team,
Can you please help to identify parameter to exclude credit limit check while posting project Invoices. 
While posting project invoices system is preventing from posting if Customer credit limit exceeds.
 
Regards,
Categories:
Dynamics 365 Finance
I have the same question (0)
  • Adis Profile Picture
    Adis 6,595 Super User 2026 Season 1 on at
    Hello,
     
    According to MS Learn, there is no check for project invoices. Maybe the documentation is not up to day.
    Just to confirm, are you talking about project invoices or intercompany customer invoices found in the project management module? Technically, the intercompany customer invoices is a free text invoice, so it would explain why there is a credit check.
     
     
     
     
    Nevertheless, you cant define which documents should be checked against the credit limit and which not. You can specify if you want to exclude a customer or a customer group and as far as I know, you can also bypass credit limit check on the sales order itself, if you have permissions to do it, but that would imply doing it on every sales order.
     
     
    One thing you could try is to set up a credit limit workflow. I havent used this workflow so far, I am just trying to give you an idea or direction.
    The idea is that if the document is a project invoice, the workflow is automatically approved.
    For the other documents the workflow should be skipped or approved automatically if the credit limit is no exceed - but his is to be check.
     
     

    Kind regards, Adis

     

    If this helped, please mark it as "Verified" for others facing the same issue

    Keep in mind that it is possible to mark more than one answer as verified

     
     
  • AmitD36518 Profile Picture
    AmitD36518 62 on at
    Hi Adis,
    Thanks for reply, am referring to 'Project Invoices' in Project Management and accounting module.
    MS learn does not mention Project Invoices for credit limit check, but still can see Credit limit check getting applied.
     
     

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