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Finance | Project Operations, Human Resources, ...
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Credit rating

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Posted on by 90

Hello

Can anyone explain me what is the purpose of Review (Message when exceeding credit limit) in Credit Rating .. I did not find anything on internet regarding this. Can anyone please explain the functioning of this? 

I have the same question (0)
  • Verified answer
    MATTGUO Profile Picture
    22,349 Moderator on at

    Hello,

    This value is related to the call center in retail: docs.microsoft.com/.../handle-payment-issues

  • Verified answer
    Satish Panwar Profile Picture
    14,671 Moderator on at

    Hi Muhammad,

    Credit rating is a field on customer master - This is just a standalone field and allow to track what do you think of customer rating e.g. Poor, Excellend, Bad etc.

    Under AR parameters > credit rating....there is rich functionality that help make sure system adheres to credit limit set on the customer master. For e.g. if customer credit limit is $1,000 we don't want to ship more than $1,000 worth of products/services. that's where the "Credit limit type" values comes in handy.

    The link below explains in good detail:

    docs.microsoft.com/.../credit-limits-customers

    Thanks,

    Satish Panwar

    Please help verify answer(s) if they guide you in right direction so other community members can also benefit from your question with verified answer.

  • Verified answer
    Satish Panwar Profile Picture
    14,671 Moderator on at

    Hi Muhammad,

    The "Review" options is used specifically for retail payments (On account type) and for performing payment authentication. This is based on where the review is actually used. I haven't used the functionality and Retail might be the right forum to post this on. please create a separate question and see if someone has used the functionality. Searching documentation didn't help either.

    Thanks,

    Satish Panwar

    Please take time to click 'Yes' against the answers that help you guide in right direction to help other community members.

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