Hi,
One of my customer's credit limit on the balance form does not update. It does not have any pending workflow or proposed change. thank you.
Any suggestions are welcome, please?
Hi Osman,
The provided screen shot shows that you are using 'credit and collections' module.
Please check by enabling the feature 'Recalculate estimated customer balance for imported sales orders' which shows an additional field called 'Automatically recalculate estimated customer balance' in 'Credit and collections' module > setup > Credit and collections parameters > Credit > Credit limits.
Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.
Regards,
Sreepriya.
Note: This post is my own opinion and does not necessarily reflect the opinion or view of my company.
Hi
Thank you SREEPRIYA, I enabled it and marked the field you mentioned but nothing changed. Do you know any batch, button, etc to update this credit limit amount on this form? thank you again.
By enabling the mentioned field, when you change the credit limit and save, it will run the batch job for recalculation.
If this doesn't solve the issue, I would suggest to observe the pattern. Is it happening with only 1 customer or the issue is same with all the customers? Check if any customizations causing this issue. If nothing works out, please report this to Microsoft support team.
Thank you, I tried it, and didn't work. I will try to find a pattern. We don't have any customization for the credit limit. I will update the question on the results.
Best regards.
Is it happening in one environment for one customer? Or all customers within one environment? When changing the Credit limit, it is also taken into account directly on the balances form in my environment.
You can check LCS issue search for possible known issues or check if it is an issue in a possible acquired localization. If this is both not giving a clue, you can create a ticket for Microsoft Support.
Hi Andre,
thank you for your help. it is happening in one environment for 3 customers. I am looking for relations between these customers. I will check lcs as well.
It seems that the credit limit on the balance form (1 lira) comes from customer master data import. we imported this sample customer with this credit limit. but it doesn't update afterward.
Best Regards.
this issue has been solved spontaneously and now the credit limit is actual. but we could not catch the root cause.
thank you again for your help. if I find anything I will add it here.
Hi again,
I found it finally. Invoice account!. Customer's balance form shows the customer's invoice account credit limit.
Thank you.
Thanks for coming back and providing your own solution. I have verified your answer.
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