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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / While confirming the s...
Microsoft Dynamics AX (Archived)

While confirming the sale order getting error as credit limit exceed.

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Posted on by ax Financial 744

Dear Forum Experts,

I am getting error as credit limit exceed,below is the error mesage.

"Credit limit exceeded
Open balance: 114,557.05
Current order: 990.00
New balance: 115,547.05
Credit limit: 100,000.00
Credit excess: 15,547.05"

Credit-Limit.PNG

Could you please help me how to fix it.

My Second Question is how to categorise the customer as class for example.

Customer1- depends on the daily sale categorise as gold/platinum/silver.

example- Jet prelivige customers will classify as Blue/Blue plus/ platinum/silver like that i have to classify the customer into class based on the sales.

 

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  • Suggested answer
    Vilmos Kintera Profile Picture
    Vilmos Kintera 46,149 on at

    Please remove the second question from the topic, since it is unrelated to the header, and create a new topic for that, otherwise answers would be very confusing that which one is applicable for what.

    It depends on what your AR department wants. There could be multiple solutions, but it really depends on what your business decision makers are approving. I.e. temporarily raise the credit limit, or suspend applying the credit limit check for the customer.

  • Suggested answer
    guk1964 Profile Picture
    guk1964 10,888 on at

    re credit limit

    You can decide whether to just have soft control i.e to just get a warning or hard control ie to stop the transaction

    You can apply the control both at order entry and at shipping

    So you could have a warning when processing, an order and  a hard stop on shipping

    To resolve the problem either get the customer to make timely payments or increase the credit limit.  it might 'help' to read the help files.

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