Warning Message on Quotation creation if the order exceeds customer credit limit.

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Posted on by D365 beginner

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Hi Guys,

I would like to set a validation while creating Sales Quotations that before saving the quotation it should check the current order amount and customer credit limit and provide a warning message if the order exceeds the credit limit.

I am a beginner in AX development, Please let me know where and how should I set this condition.

Thanks in Advance.

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Ludwig Reinhard Microsoft Employee on at

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Hello Alex,

When a credit limit is setup and a sales quotation get confirmed, Standard AX2009 is doing a credit limit check. Do you really need this before?

I mean just imagine that customers ask for several quotes by asking and "shopping around". If you already do check created sales quotations that might get deleted later on for an available credit limit your sales people might not be able to sell anything as they cannot even get a quotation out. The whole process does of course depend on the business scenario and your business processes. Yet, I just want to raise the question whether this system modification is really required?!

Would be great if you could keep us updated.

Many thanks,

Ludwig

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D365 beginner 636 on at

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Thanks Mr. Ludwig for the comment.

I Just need to notify(only warning) the Salesman that the order he is placing is not within the customer's credit limit which will allow him to make his communication faster with either business units or customers for approvals or payments. Anyway I need to do it at least to train myself to see how such validations works and will implement it if its really needed after analyzing.

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Sohaib Cheema 49,677 Super User 2026 Season 1 on at

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I suggest you to place such warning at time of "Sending Quotation" or at time of "Confirmation of Quotation"

You mentioned, in your initial post that, you want to warn user at time of creation of quotation(including quotation total). The point is unless you are not finished with quotation creation, you don't know totals of quotations yet.

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D365 beginner 636 on at

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I agree with you Mr. Sohaib, Could you please direct me to have such warning at the level of sending a Quotation ? I meant the code and the place to apply it.

Thanks

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Sohaib Cheema 49,677 Super User 2026 Season 1 on at

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You can write code at following location.

\Classes\SalesQuotationEditLinesForm_Sales_Send\writeJournal

Write code before custQuotationJour.insert();

you got totals of quotation already in this method, you can also calculate customer remaining limit by CreditLimitAmount-CustomerReaminingBalance.

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D365 beginner 636 on at

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Sorry Guys for the delay response.

Now its needed to have such validation at the time of creating the quotation itself. I need to write the code in the write method of the data source (SalesQuotationLine) in the form(SalesQuotationTable).

Can someone help me with the code please.

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Jose Nedumpuram 10 on at

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Hi Alex, did you solve the issue. I am new to AX development, if you can can you share the code.

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