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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Vendor Credit Limit bl...
Finance | Project Operations, Human Resources, ...
Answered

Vendor Credit Limit blocking

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Posted on by Robert Reid 40
Hi all,
 
I have a requirement whereby the business would like to set our credit limit for a particular vendor. We have a strict credit limit with them and their processes aren't overly strong in helping us stay within, once we hit it they stop trading with us until we pay. The business would like to set a credit limit in D365FO, which will warn the user/block new purchase orders from being created and therefore prompt our buyers to contact our vendor payments team and force action. 
 
I have set the Credit Limit on the Vendor in the Vendor form, and also set the 'Credit rating' parameter in Accounts Payable parameters. I'm finding that this doesn't block/warn the user when a PO is created/confirmed. What I did find is that it blocks a Product Receipt, which is pretty silly. The business can commit to purchase but cannot receive goods that have physically arrived...?
 
Can anyone shed any light on whether or not this is how the functionality is supposed to work?
Categories:
Dynamics 365 Finance
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  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 298,904 Super User 2025 Season 2 on at
    Vendor Credit Limit blocking
    Hi Robert,

    As mentioned by Alireza, there is no check in the standard application during order confirmation. Not sure if this is a design choice from Microsoft or a bug. You can consider a customization or contact Microsoft Support and ask if this is to be considered as a bug. It is not in line how the sales orders is checking for the credit limit.
  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 14,614 Super User 2025 Season 2 on at
    Vendor Credit Limit blocking
    Hi Robert,

    As you mentioned, the credit limit on a vendor will not take effect until the "Product receipt" is processed.

    If you generate the PO confirmation via PO > Purchase > Generate > Confirmation, the result will be the same. Unfortunately, it does not provide a warning during PO creation.


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