Credit limit is not showing in vendor balance

(0) Share

Report

Posted on by subashini

858

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

*This post is locked for comments

I have the same question (0)

All responses (7)

Answers (0)

Suggested answer

Omar Ben El Houssain 2 on at

Like (0)

Report
Copy link

Link copied!

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,

Was this reply helpful? Yes No
Suggested answer

ZvikaR 174 on at

Like (0)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No
Suggested answer

subashini 858 on at

Like (0)

Report
Copy link

Link copied!

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.

Was this reply helpful? Yes No
Suggested answer

subashini 858 on at

Like (0)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No
Ludwig Reinhard Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Hi subashini bonkuri,

Why do you need a credit limit for your vendors?

What is the business scenario behind that requirement?

Best regards,

Ludwig

Was this reply helpful? Yes No
Suggested answer

subashini 858 on at

Like (0)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No
Suggested answer

Ludwig Reinhard Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No