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Dear Madam/Sir,
Do you know a way in which the credit limit check is done based on available inventory of the sales orderlines, not total sales order value? (D365 F&O)
For example, I have a salesorder for customer AAA which has 2 lines (Line 1 is for product 1, line value is 100K. Line 2, is for product 2, line value is 100K). Total value of the order is 200K. Credit limit of the customer AAA is 120K. There is only available inventory for product 1, product 2 is out-of-stock with no view on possibly supply.
Currently the credit check on the picking list step (or any other step) will block as the total value of the sales order (200K) exceeds the credit limit of customer AAA (120K).
I would like the D365 F&O to allow the picking list through based on the fact that only 100K worth of goods will be send based on the available inventory for just line 1/product 1 in the sales order. The available inventory for product 1 at 100K is still below the credit limit of customer AAA (120K limit). The fact that there is a second line on the sales order is irrelevant as it it not supply (therefore not invoice).
It seems that all documentation/instruction for D365 credit check is on a total sales order value.
Thank you for your thoughts and ideas,
Koen
Dear Andre,
Thank you for your input, much appreciated.
I (finally) managed to test the idea that credit limit check on the packing slip is based on the line value in the packing slip itself (rather than the total order value).
I am very happy to see that the lines on the packing slip determine if credit block is applied.
To me it would seem logical as well that a credit limit check on the picking list would be determined by the value of the lines in the picking list (reservation), but it does the check on the total sales order value. Picking lists continue to end up in the credit check because the total order value exceeds the limit, but the available stock for just a few lines in that sales order is below the limit.
It does not help that the Microsoft documentation only talks about sales order value (not line value included in the document).
Thank you again, one step further,
Koen
Hi Koen,
There is no standard function to calculate the credit limit based on available inventory. In an ERP application, the available inventory can change the next minute.
You can probably better have a credit check when posting the packing slip.
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André Arnaud de Cal...
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