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Our custom in the full client (D365 for Finance) allows for a sales order to be created and payment taken even if the customer exceeds the credit limit. It just doesn't allow the order to be picked, packed or invoiced.
In POS the credit checking seems to happen when I click on Conclude Transaction (operation 139).
Under "PosApi/Consume/Cart", I see only the request/response pair for conclude transaction:
export import ConcludeTransactionClientRequest = Commerce.ConcludeTransactionClientRequest;
export import ConcludeTransactionClientResponse = Commerce.ConcludeTransactionClientResponse;
It looks like the credit checking is done using a realtime service call. I would have loved to by pass the credit limit message on the realtime service call on the AX side, thus extending RetailTransactionService.getcustomerBalance(), because it is a lot easier to work with AX where I can see the code, even though I can only change with extensions. However it doesn't receive anything of the transaction so that I can validate if it is a new order or not.
So I need to either do it on the CRT level or in POS, or maybe both because the record is created in the channel DB in the [crt].SalesTransaction table. I cannot find the record in [ax].RetailTransactionSalesTrans or in [ax].RetailTransactionTable.
However the credit limit exceed message shows a salesOrderID as can be seen below which I cannot find on [crt].SalesTransaction unless it is part of the encrypted data in the field": transactionData.
Any suggestions on a handler that I can override in the POS or CRT to skip the credit checking for a new customer order? I'll appreciate any suggestions.
Hi Pramod, I contacted Microsoft and we can't do what we want to do without an extensibility request. So I logged one
From Microsoft:
***
The rough outline of the flow for how this Limit Check process works is: POS > Payment service > AuthorizePaymentServiceRequest > CheckIfPaymentExceedsBalance > GetCustomerBalanceServiceRequest > GetCustomerBalanceRealtimeRequest
***
"CheckIfPaymentExceedsBalance" is closed code that do not have an extension point currently. So we have to wait and see if Microsoft will add it with my extensibility request.
Have you found anything Pramod? Do you know what all the Request/Response pairs are that Conclude transaction is calling? If so, can you tell me so that I can call all except the realtime request/response pair for credit checking.
Hi Retha,
I will leave this question for community to respond and I'll will do some research internally to find a solution or work around for you. If I have any information, I will respond to you later.
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