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Finance | Project Operations, Human Resources, ...
Suggested answer

Proforma confirmation and Proforma -> credit limit

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Dear All!

Is there a way to skip Credit limit check when generating Proforma confirmation and Proforma Invoice?

AX won't allow to create such documents :< I need to go to Customer form and untick Mandatory credit limit

Below error from Proforma confirmation...

pastedimage1603357264084v2.png

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: Proforma confirmation and Proforma -> credit limit

    Hi nuttka,

    I think the idea of this credit limit check is to prevent exactly such confirmations.

    Can't you get your credit limit increased by your manager first before you do the confirmation?

    Best regards,

    Ludwig

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