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Credit Limit holding up release of Invoices

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Posted on by Community Member

Hello,

Please can someone let me know if there is a set up option that only stops the release of sales order / shipping / invoicing if the order will put the total customer balance over their credit limit.

We have a situation whereby the system is stopping the release of sales orders based on all sales orders combined being over their credit limit, but they are sat on the system with no planned delivery date so we don't want them to have an impact on the credit limit.

We only wish the error to occur and stop any release if it the total of the released order would push the customer over their agreed credit limit.

Thanks in advance,

Amy

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Dynamics 365 Business Central

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Community Member on at

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RE: Credit Limit holding up release of Invoices

Amy,

As Maria wrote, nothing out-of-the-box BC. However, you could implement a Workflow for Sales Order or Sales Invoice Credit Limit Approval. This would be a good option. BC has this as a Workflow Template.

Thank you,

Steve
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Maria Chambel on at

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RE: Credit Limit holding up release of Invoices

Hello Amy,

From a standard perspective I believe that's not possible. The credit limit does not have in consideration the time (or order dates).

So, you will need a customization.

I found a similar post in case it helps you: community.dynamics.com/.../orders-not-affecting-credit-limit