Hi all,
I am having some issues to understand how the Credit Limit for customers functionality works.
My AR Parameters are set as follows:
My customer has the "Credit and collections" set as follows:
My current customer balance is = 0.00.
- If I make a Retail Transaction for this customer, upon the statement posting, the transaction is successfully posted - meaning that the invoice and respective payment journal are posted.
- I then try to post a SO that is transferred to D365 through an integration. By a performed customization, if I have a specific Payment Term selected, a customer payment journal will be automatically posted upon the invoice posting moment. The settlement between the invoice and the payment journal will also be automatically done. Thus, when I invoice that SO, 3 thing occur:
- Invoice is posted;
- Payment journal is posted;
- Both transactions (invoice + payment) are settled against each other;
However, with the current Credit Limit configurations that I have, in the scenario 2 I am unable to post the invoice since the following error message pops-up:
"Credit limit exceeded Open balance: 0.00 Current order: 33.00 New balance: 33.00 Credit limit: 0.00 Credit excess: 33.00"
My question is:
In both scenarios my customer has a Credit Limit set to 0. In both scenarios the invoice is automatically settled upon its posting. Why can I post the transaction is the scenario 1 but not in the scenario 2? How can I make this work?
Thank you all in advance.
