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Suggested answer

Customer Credit Limits

Posted on by

Is there a way to remove open orders from the credit limit calculation?

 

Example, currently

Credit limit $100

Current back orders @ $50 ßthis order could take Months to come in,  we do not require prepayment from our wholesale accounts

Order ready to ship @ $75 gets flagged as over the credit limit

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 11,423 User Group Leader on at
    RE: Customer Credit Limits

    Andrew, this is the expected function. All sales orders combine with your setup option for past due, over credit or both to test for over credit limit.

    Credit Limit does not filter out orders based on dates thought that's an idea for an enhancement. You might consider adding to the ideas page..aka.ms/BusinessCentralIdeas

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