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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Customer Credit Limit ...
Small and medium business | Business Central, N...
Suggested Answer

Customer Credit Limit Warning

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Posted on by rcboiler 1,282

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?

Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    IB-29041624-0 Profile Picture
    IB-29041624-0 1,191 Moderator on at

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

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 235 User Group Leader on at

    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.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 101,995 Super User 2026 Season 1 on at

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

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

    pastedimage1649639487488v1.png

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

    pastedimage1649639563753v2.png

    pastedimage1649639568176v3.png

    Hope this will help.

    Thanks.

    ZHU

  • Pborg Profile Picture
    Pborg 10 on at

    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. 

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 101,995 Super User 2026 Season 1 on at

    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

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