Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Supply chain | Supply Chain Management, Commerce
Suggested answer

When creating customer order in Retail POS, Credit limit control doesn't work

(0) ShareShare
ReportReport
Posted on by

Hello,

I want to use the pay customer account function on Retail POS. 
At the same time, I defined a credit limit for some customers in the system.
For these customers, I want a credit limit control when selling at Retail POS.
Although I have done all the setups, the system doesn't check the credit limit when creating sales order on POS.
After the sales order is created, when I recall the order and try to create a packing slip, limit control is done.
Previously, credit limit control was performed during the creation of sales order at POS.
But although I haven't made any changes in the setups, there is no limit control at the moment. How can I check the limit during order creation? The setups for credit limit control are as follows.

5531.pastedimage1615377087768v2.png

4073.pastedimage1615377209422v3.png

Setups for the pay customer account payment method are as follows.

6153.pastedimage1615377529393v5.png

8054.pastedimage1615377955279v6.png

  • RE: When creating customer order in Retail POS, Credit limit control doesn't work

    Hi Ramune,

    I checked this fix today that your colleague suggested to me.

    We will upgrade the version of our test environment.

    After testing the process again, I will inform you from here.

    Thanks for your feedback.

  • Suggested answer
    Ramune Profile Picture
    Ramune on at
    RE: When creating customer order in Retail POS, Credit limit control doesn't work

    Hi Omer,

    I think you have created a service request for us and my colleague is assisting you.

    There was a fix suggested, which is created for 10.0.17 and 10.0.18:

    fix.lcs.dynamics.com/.../

    Did you check it?

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

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,409 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans