Microsoft Dynamics AX (Archived)

Customer credit limit

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Posted on by marypeace

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Hi,

We are using AX2012 R3.

We have problem in using credit limit functionality in AX.

We set the credit limit of the customer and set it to mandatory.

In AR parameter, the setup are as follows:

Message when exceeding credit limit : Error

Credit limit type: Balance +ALL

I created my 1st sales order which is within the credit limit and then confirm the sales order.

Next I created again my 2nd sales order but this time, it is over the credit limit.

My question is, can we further process up to packing slip the 1st sales order since that is within the credit limit?

The system is not allowing us to further process due to credit limit error.

Is there a way we can proceed in further processing the sales order?

I know that there is a tab in packing slip which is Other tab to override the credit limit checking but we do not want to do that as the user might always use that option.

Pls help.

Thanks.

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Albrecht Prieler 857 on at

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Hello,

well it block it, but as Workaround for one time some companies increase the credit Limit temporary to process further.

But now you have delivered goods and can not invoice it without the higher credit Limit.

So i would Change Parameter to Balance, that should work you.

So it only deducts open Balance.

If you are manufacturer i would not recommend it, cause you produce goods and you can not deliver it

i hope this helps

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Ludwig Reinhard Microsoft Employee on at

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Hi marypeace,

Isn't the idea of the credit limit to block the further processing of your sales order? ;-)

If you post the packing slip you basically tell AX that the goods get shipped and this is exactly what should be prevented when using the credit limit function.

If you still want to ship goods to your customers even though they are above the limit, either change it to warning or switch off the credit limit functionality.

Best regards,

Ludwig

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marypeace 524 on at

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Hi,

Thanks for your reply.

The policy of the company is to check the balance, packing slip and open sales orders.

But in my example, since the 1st sales order is within credit limit, is there a way to further process except the 2nd sales order which is over the credit limit?

Thanks.

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Ludwig Reinhard Microsoft Employee on at

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Hi marypeace,

To my knowledge this is not possible what you want to achieve without making a modification to the credit limit check functionality because once you are above the limit, transactions are stopped and the ones that might have previously been ok cannot be processed further.

Best regards,

Ludwig

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Sagar Suman 6,550 Super User 2025 Season 2 on at

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Hi marypeace,

Yes this is not allowed if your setting of the credit limit type is "Balance + All" as that what this setting is supposed to do i.e stop all sales order as soon as the credit limit is exceeded by the latest sales order.

What you want to achieve for that the setting should for the credit limit type should be "Balance + packing slip" as AX will check for the opening balance + the posted packing slip to compare with the credit limit.

This way you can post packing slip of the sales order for your scenario.

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Ludwig Reinhard Microsoft Employee on at

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Hi marypeace,

Agree with Sagar Suman. Yet, isn't the idea of a credit limit not to create additional open positions anymore until the customer paid the old ones?

By shipping the goods you basically give your customer the goods and thereby breach your own policy.

Probably discuss this issue internally to decide how to move on with the credit limit functionality.

Best regards,

Ludwig

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Alex Tenório 70 on at

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Exceptions can be customized in the system, for example: you could design an approval flow for exceptions that exceed your credit limit, using the system default as it is configured will not work.

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