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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Credit Limit and Settings
Microsoft Dynamics GP (Archived)

Credit Limit and Settings

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Posted on by Bill Campbell 12

When you set a credit limit to NO CREDIT and put a password in the CREDIT Limit option in Sales Order setup and then try to enter anything for a customer - no matter what you enter you have to have the password to get past the entry of a single line.

The reason I ask is we would like to set up customers - such as CASH customer - with NO credit so that the users have to enter an amount in the AMOUNT recieved line and therefore have a ZERO value on the Order / Invoice when it gets finished. 

But with the way that the system (Microsoft GP 10) seems to be configured that is not possible.

Anyone with suggestions on this.

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  • L Vail Profile Picture
    L Vail 65,271 on at

    You bring up an interesting point Bill. I'm imagining a VBA solution that can read the password out of the RM setup table and answer the modal dialog. Some other code would need to check the Amount received line. If the document did not equal zero, how would you want GP to behave?

    Kind regards,

    Leslie

  • Bill Campbell Profile Picture
    Bill Campbell 12 on at

    If the customer were extended credit by the client then as long as the amount were under the limit I would not want any change.

    For the Cash situation, I would want the user to be notified that the amount on account or on the face of the issue had to be addressed.  A message 'Unpaid Balance Still exists' might be enough.  Then allow the user to return to the document to correct situation.

    Thanks for the thoughts on this.  How do others deal with this matter at this time?  Has anyone else been troubled by this situation?

  • L Vail Profile Picture
    L Vail 65,271 on at

    Bill,

    In my world SOP isn't used as a POS, so the Cash situation isn't a problem because the customer isn't walking out the door. My customers use the Automatic Credit Hold feature in SOP so that they can still take an order even if the Credit Limit Warning flag is tripped. The credit hold keeps the document from moving forward so the goods are not shipped/ordered until the hold is removed. The Hold is automatic so the user doesn't have to 'do' anything.

    Using this feature will still warn the user of the credit situation, but they can go on to book the order.

    In a POS situation this doesn't help because the customer walks out the door.

    In your example, would you want the 'Unpaid Balance' message to appear when the user attempts to save the document?

    Kind regards,

    Leslie

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