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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / how to get customer Cr...
Finance | Project Operations, Human Resources, ...
Suggested Answer

how to get customer Credit remaining balance in api

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Posted on by Krishna4248 32

Hi,

I am trying to create API for display Credit remaining, based on standard code i wrote below code in my service class, but i am not getting value. Please replay me asap.

if possible update my code.

Kindly respond my query asap.

public AmountMST updateBalance(CustAccount customerCode)
{

BankLCCustTransHelper bankLCTransHelper;
Amount creditLimitBalance;
TmpCustVendTrans tmpCustVendTrans = TmpCustVendTrans::custTransBalanceCurrency(
customerCode,
true,'AED',BankLCBankDocumentType::All);

while select AmountMST from tmpCustVendTrans
where tmpCustVendTrans.Txt == "@SYS94872"
{

return tmpCustVendTrans.AmountMst;
}

}

I have the same question (0)
  • GirishS Profile Picture
    GirishS 27,827 Moderator on at
    RE: how to get customer Credit remaining balance in api d365fo x++

    Hi Krishna,

    Have you debugged the code?

    Try to create a runnable class and check whether the code you have written is working properly.

    Thanks,

    Girish S.

  • Krishna4248 Profile Picture
    Krishna4248 32 on at
    RE: how to get customer Credit remaining balance in api

    Hi Girish,

    Thanks for your kind response, I did debugging, in standard method  custTransBalanceCurrency()

    it not going Inside  if look,

               if  (CustParameters::find().CreditMaxCheck != TypeOfCreditmaxCheck::None)

    If possible help me on this, to get remaining balance.

  • Suggested answer
    GirishS Profile Picture
    GirishS 27,827 Moderator on at
    RE: how to get customer Credit remaining balance in api

    I am not sure what to give in CreditMaxCheck- Can you open the CustParameters table browser and change the CreditMaxCheck value to some other, other than None.

    Also refer to the below thread which might help you. You need to call the new method of CustCreditLimit class - Using that call the required methods to get credit limit balance.

    https://www.dynamicsuser.net/t/how-to-get-the-available-credit-limit-for-a-customer-in-ax-2012-r2-cu7/57842

    Thanks,

    Girish S.

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