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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How is credit limit ch...
Finance | Project Operations, Human Resources, ...
Suggested Answer

How is credit limit checked in D365 F&O

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Posted on by marypeace 524

Hi,

I'm entering the opening beginning balance for a customer under GL>>Journal entries>>General journal.

The setup of customer master is mandatory credit limit, and the currency of the customer is in PHP.

The accounting currency is USD.

When I enter the opening beginning balance in GL in PHP, the system is checking the peso equivalent against the USD.

For example, in the customer master, the credit limit is USD10,000.

Then I recorded the opening beginning balance in GL amounted to PHP 15,000.

The system is checking the opening balance amount of PHP15,000 as against the credit limit in USD of 10,000.

That is why there is an error that it exceeded the credit limit.

Converting the USD10,000 into PHP is equal to PHP500,000 which means that I still have sufficient credit limit.

Is there a setup for this?

Appreciate your inputs.

Thanks.

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  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at

    Hi marypeace,

    You can go to Credit and collections > Setup > Credit and collections parameters , there are four FastTabs in the Credit section where you can change the parameters that control Credit management: Credit holds, Credit management checkpoint, Credit management statistics, and Credit limits.

    Credit management parameters setup - Finance | Dynamics 365 | Microsoft Learn

    The following article described the setup of credit management blocking rules and mentioned that

    If you want to check credit limits, make sure you enable the “Check credit limit on sales order” flag etc.

    Credit Management Blocking Rules: Dynamics 365 Finance and Operations – Dynamics Tips (dynamics-tips.com)

    Best Regards,

    Hana

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