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Customer Credit Limit Warning

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Posted on by rcboiler

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We are receiving "posting this shipment will cause the customer's balance to exceed their credit limit" warnings on customers that are well under their credit limit. Some are getting the message when their TOTAL sales history does not exceed their credit limit (let alone unpaid invoices). Something going on with this feature?

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Dynamics 365 Business Central

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YUN ZHU 77,970 Super User 2025 Season 1 on at

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RE: Customer Credit Limit Warning

Hi, This is used to specify conditions that trigger a notification. It is somewhat similar to Condition in Workflow.

https://learn.microsoft.com/en-us/dynamics365/business-central/ui-smart-notifications#to-turn-notifications-on-or-off-and-control-when-they-are-sent

Hope this helps.

Thanks.

ZHU
Pborg 10 on at

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RE: Customer Credit Limit Warning

Can you explain how to make these "Define filter" options (fields to filter) for your own created "My Notification"? I can't find any documentation on that quite important part.
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YUN ZHU 77,970 Super User 2025 Season 1 on at

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RE: Customer Credit Limit Warning

Hi, This looks like a custom feature. The message on the standard functions is shown below.

"The customer's credit limit has been exceeded."

In addition standard features can be set in My Notification with some filters.

Hope this will help.

Thanks.

ZHU
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Dallefeld 171 User Group Leader on at

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RE: Customer Credit Limit Warning

Please remember that credit limit warnings are two fold

1. Over credit limit - AR balance plus outstanding sales orders values are greater than credit limit

2. Past Due Balance - AR balance has amounts that are not current.
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Inge M. Bruvik 997 Moderator on at

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RE: Customer Credit Limit Warning

Can you have some customization or extension installed that might cause this?