web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Credit limit hold ques...
Microsoft Dynamics GP (Archived)

Credit limit hold question

(0) ShareShare
ReportReport
Posted on by Patrick Patterson 630

Thanks to users in this community I can have the system place customers on hold that exceed their credit limit or have past due accounts.  Now management wants a report to show which customers will have this hold placed on their orders.  Can anyone tell me the tables and fields involved and or the logic so I can build the required report.  I am currently using Crystal and some basic SQL to make our reports.

 

Patrick

*This post is locked for comments

I have the same question (0)
  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,627 Moderator on at

    Patrick, there's a SmartList under Customers that displays Customers on Hold.  This won't work for you?  You can also add the 'Hold' field to the Sales Transactions SmartList if you want to see which orders are on Hold.

    Hope this helps,

  • Patrick Patterson Profile Picture
    Patrick Patterson 630 on at

    Correct me if I'm wrong but I believe that runs off the "hold" check box on the customer master screen.  The "hold" I need to report on is when the customer exceeds their credit limit and the customer orders are placed on a password protected process hold.  I haven't seen a connection between the two holds.  I am looking for the data elements that Dynamics uses to determine when the "credit limit" is breached.  I am hoping for a simple table field but I am expecting I'll have to recreate some logic.

  • Community Member Profile Picture
    Community Member on at

    Hi Patrick,

    Are you looking for something like this?

    SELECT  RM00101.CUSTNMBR AS 'Number',

    RM00101.[CUSTNAME] AS 'Name',

    CNTCPRSN AS 'Contact',

    CUSTBLNC AS 'Receivable Balance',

    CRLMTAMT AS 'Credit Limit',

    CUSTBLNC-CRLMTAMT as 'Variance',

    PYMTRMID AS 'Payment Terms'

    FROM    dbo.RM00101 (nolock)

    LEFT OUTER JOIN RM00103 (nolock)

    ON     RM00101.CUSTNMBR   = RM00103.CUSTNMBR

    WHERE ((RM00103.CUSTBLNC   > RM00101.CRLMTAMT)

       AND (RM00101.CRLMTTYP IN (0, 2)))

    This query returns the customers with customer balance greater than credit limit

    Rubal,

    http://www.dynamicsgphelp.com/

  • Patrick Patterson Profile Picture
    Patrick Patterson 630 on at

    Very possibly however our credit limit hold includes the option for past due amounts I don't see that in the code, but I am a newby at SQL

    Patrick

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the February Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics GP (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans