Customer Credit Check parameter about invoice and SO

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Hi all

I thought the AR parameter\ credit rating "check credit limit on free text invoice" and "check credit limit on SO" unchecked means if the customer exceeds credit limit, they can still post the free text invoice and SO, but is it not working, the error msg pop up and i cannot post.

other related setting: The "mandatory credit limit" check box in cust profile is unchecked.

Am I doing it wrong or do I misunderstand the function of those check boxes?

Thanks

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André Arnaud de Cal... 301,035 Super User 2025 Season 2 on at

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Hi Phoebe,

Those parameters are used to inform the user about exceeding credit limits during data entry.

When you post an invoice (free text or sales order) there is a field called Credit limit type which will tell AX how to perform a credit check. The setting is derived from the parameters. To post the invoice you can change this the Credit limit type on the Post invoice form.

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Luuk Schulte 9 on at

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Please go to Accounts Receivable > Accounts receivable parameters > Credit rating. There you can uncheck the creditlimit checks on a sales order and a free text invoice.

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Community Member on at

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Thanks André, so I cannot set "Sales order" not checking credit limit if AR parameter Credit limit type is not "none"?

I can only skip the checking when posting the SO?

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Luuk Schulte 9 on at

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Could you rephrase your first sentence please? I don't understand your question.

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Community Member on at

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Hi Luuk, those parameter doesnt mean "not checking credit limit when I post SO/ Invoice", I tried.

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Community Member on at

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Thanks Luuk,

I mean when I unchecked those two parameters, I still cannot post SO and Invoice.

My question is:

How can I use credit limit function and at the same time choose "SO" to be an exception document that allow me to post SO when credit limit of the customer exceeds

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Luuk Schulte 9 on at

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You can try to use the function "Message when exceeding credit limit" and set it to Warning instead of Error. Now you will only get a warning when the customer exceeds the limit, but you can still process your SO. But beware, everyone can now process a SO, even when the customer exceeds the credit limit.

At the company where I work, we have customizations that allow us to specify which action should be taken per document, a very nice feature.

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Luuk Schulte 9 on at

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Hi Phoebe. I have checked my previous post.

I unchecked "check credit limit on free text invoice" and "sales order".

Message when exceeding credit limit: Warning

Credit limit type: Balance + packing slip or product receipt

I set a credit lkimit of 1000 euros on the customer. I created a SO for 5000 euros, and i got a message that the customer exceeds the creditlimit at some stages, but i am able to set the order to entry complete, confirm it, create packing slip and the invoice.

If I would have set the message to "Error", then I was not able to do there things.

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André Arnaud de Cal... 301,035 Super User 2025 Season 2 on at

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Hi Phoebe,

The answer provided by Luuk can help you but then it will never block in case the credit limit is exceeded, you only get a warning after posting. If you need the check but wants to override, then you have to set the message to 'Error' and change the Credit limit type at time of posting. It's up to you.

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Community Member on at

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Thanks Andre and Luuk, I've got it !!

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