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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Dynamics AX4.o Credit ...
Microsoft Dynamics AX (Archived)

Dynamics AX4.o Credit Limit check

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Posted on by chuckdudley 35

Hello all 

Currently the credit limit check calculates open balances + the current order against the customer's credit limit to determine if the customer's credit limit has been exceeded.

Is "open balances" open orders not yet invoiced or invoiced orders not yet paid or both? 

Other than a customization, is there a way to adjust the credit limit check functionality in Dynamics 4.0 to calculate what we want it to calculate to determine if a customer has exceeded their limit?

thanks in advance

 

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  • chuckdudley Profile Picture
    chuckdudley 35 on at

    I found my answer in the help file. Here it is if anyone runs into the same issue:

    There is no requirement for the credit limit check.

    Note 
    If Mandatory credit limit is selected on the Customers form, and None is selected here, the credit limit is checked against the customer balance.  
     
    Balance
     Credit limit is checked against the customer balance.
     
    Balance+Packing slip
     Credit limit is checked against the customer balance and deliveries.
     
    Balance+All
     Credit limit is checked against the customer balance, deliveries, and open orders.

    To run credit checks for sales orders:

    On the General tab of the Customers form, select Mandatory credit limit, or enter a value greater than zero (0) to be used as the credit limit amount. Credit checks are run automatically when the sales order information is processed.
      

     

  • Jyoti P Choudhury Profile Picture
    Jyoti P Choudhury 110 on at

    [quote user="chuckdudley"]

    Note 
    If Mandatory credit limit is selected on the Customers form, and None is selected here, the credit limit is checked against the customer balance.  
     
    Balance
     Credit limit is checked against the customer balance.

    [/quote]

     

    Do you mean that there is no difference if I select None or Balance in the Credit limit type? (Mandatory credit limit is checked in customer master)

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