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Microsoft Dynamics AX (Archived)

Credit limit is not showing in vendor balance

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Posted on by 830

Hi Friends,

Can anyone tell me the reason why credit limit is not visible in the vendor form even though i have given in the miscellaneous form.

Thanks in advance

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Credit limit is not showing in vendor balance

    Hi subashini bonkuri,

    Wouldn't the budget module and the budget Control configuration functionality fit much better here? I think the budgeting features are more powerful for doing such a Control compared to the credit limit functionality.

    Have you thought about using this alternative?

    Best regards,

    Ludwig

  • Suggested answer
    subashini Profile Picture
    subashini 830 on at
    RE: Credit limit is not showing in vendor balance

    Hi Reinhard,

    we just want to get the warning messages when we raise the PO.So we wanted to activate it .But it is not there like AR module.

    Thanks in advance

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Credit limit is not showing in vendor balance

    Hi subashini bonkuri,

    Why do you need a credit limit for your vendors?

    What is the business scenario behind that requirement?

    Best regards,

    Ludwig

  • Suggested answer
    subashini Profile Picture
    subashini 830 on at
    RE: Credit limit is not showing in vendor balance

    Hi Rimalt,

    I have gone through this link.But what you shared in this screenshot that functionality is not there in ax2012 vendor form parameters.

    Thanks

  • Suggested answer
    subashini Profile Picture
    subashini 830 on at
    RE: Credit limit is not showing in vendor balance

    Hi Ben,

    Thank you so much for the response. But i have given above two steps then only i checked and posted in this Blog. Can you please tell me any another way.

    Thanks in advance.

  • Suggested answer
    ZvikaR Profile Picture
    ZvikaR 89 on at
    RE: Credit limit is not showing in vendor balance

    You need to enable the credit limit functionality, as described by the following article

    community.dynamics.com/.../customer-credit-limit-in-dynamics-365-for-finance-and-operations

  • Suggested answer
    RE: Credit limit is not showing in vendor balance

    Hello Subashini,

    I think you are missing a parameter in accounts payable parameters, please refer to the following steps:

    1. In the accounts payable parameters>Credit rating. Please ensure that you have a value other than "none" entered (Ex: Balance)

    2. In the miscellaneous details in the vendor form, enter your credit limit.

    3. You can then click on the balance button in the vendor form, you will be able to see the credit limit defined as well as the remaining credit.

    Thank you,

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