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Credit limit checking on item requirement project

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Posted on by agus

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HI expert,

I have an issue related credit limit checking on Packing slip on project item requirement. the validation does not trigger.

I have setup checking point on "Packing slip as shown below:

There is no validation trigger when I run packing slip on item requirement.

8015.item-requirement.png

is there any missing setup ?

need advice please

agus

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André Arnaud de Cal... 301,088 Super User 2025 Season 2 on at

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Hi Agus,

I'm not sure if the new credit management is enabled for item requirements. as this is a sales order type for project management and accounting.

I do assume it is working correctly for normal sales orders. If that is the case, then this is a bug or by-design. You can contact Microsoft Support to get clarity.

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agus 1,174 on at

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thanks andre for response,

when i post packing slip (item requirement) there is an option "check credit limit", but it does not work. confusion.

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saurabh bharti 15,039 Moderator on at

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Hi Did you define blocking rules against which it should be validated?

Please check this series:

exploredynamics365.home.blog/.../

exploredynamics365.home.blog/.../

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agus 1,174 on at

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Hi bharati,

Those function does not work as well.

any advice

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saurabh bharti 15,039 Moderator on at

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Doesn't work means?

can you share one example?

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ZayanWed 5 on at

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Hey there! Sorry to hear that you're having trouble with the credit limit checking on your item requirement project. It sounds like you've already set up a checking point on the Packing slip, but it's not triggering properly. Have you tried double-checking your setup and making sure all the necessary conditions are being met? If you're still having trouble, perhaps reaching out to an expert in this area would be helpful. And also, if anyone in the Chester area is looking for a mortgage broker, I heard that Mortgage Broker in Chester is a great option!

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