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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Customer credit limit ...
Finance | Project Operations, Human Resources, ...
Answered

Customer credit limit for Project Customers

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Posted on by Mustafa Quraitem 61
 
Hi, 
 
If I have a customer which is being invoiced thru Project invoices (Not Sales orders), Can I apply the credit limit for the customer on /Item requirements/. 
 
In Other words, if the customer credit limit is USD 500/- & the user wanted to issue an item for USD 600/- thru item requirement I need the transaction to be rejected.
 
Note:
 
The project type is /Fixed Price./
 
Rgds
Mostafa Nagy
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  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 299,314 Super User 2025 Season 2 on at
    Customer credit limit for Project Customers
    Hi Mostafa,

    In my opinion, having a fixed price type of project and trying to enable credit limits on specific parts of the project doesn't make sense. The item requirement is non-chargeable in this case. It will only possibly check for credit limits once you raise a project invoice for one or more fixed-price on-account transactions.
     
     
  • Mustafa Quraitem Profile Picture
    Mustafa Quraitem 61 on at
    Customer credit limit for Project Customers
    Hi Andre, 
     
    We have a Chargeable Part in our contracts, so if there is any approach I can use it to apply credit limit on Project Item requirement it will be very useful for us 
     
    Rgds
    Mostafa
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 299,314 Super User 2025 Season 2 on at
    Customer credit limit for Project Customers
    Hi Mustafa,

    Usually, I recommend having a sub-project with the type of T&M for additions that are not in the scope of the Fixed Price project. I'm not sure if an item requirement will check for credit limits, but when you create a sales order from the project, it should.

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