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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Credit limit checking ...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Credit limit checking difference

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Posted on by Ela_Na 100

Hi All

I have a question related to the new credit management checking vs old "chceck credit limit" option per sales order.

I tested such example.

I have a customer that buys in PLN currency, however our currency is EUR. So I put the following amount in "Credit limit in customer's currency (PLN)" field.

pastedimage1633374540999v1.png

The old option - chceck credit limit - shows the message about exceeding in the amount is at least 10.000.02, however the new functionality put the sales order on hold when the amount is 9999,98. 

Don't you think it is a bug?

I think that credit limit should be checked against customer currency directly because if not we will have always the difference.

I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,109 Super User 2025 Season 2 on at

    HI Ela,

    I'm not sure if the credit check calculation is done in local currency. In that case, it might be due to differences in exchange rates and/or rounding.

  • Ela_Na Profile Picture
    Ela_Na 100 on at

    I assume it is since we have differences.

  • Suggested answer
    Sten Baumgarten Profile Picture
    Sten Baumgarten 12 on at

    Hi Ela

    Microsoft write "To calculate the credit limit in the customer's currency, in the Credit limit in customer's currency field, enter the customer's credit limit. The credit limit in the company currency will be converted by using the exchange rates that are defined by the credit limit exchange rate type that is selected in the Credit management parameters."

    docs.microsoft.com/.../cm-add-credit-mgmt-information-customer

    As André suggest try to test the exchange rate that is used the day you ran into the block.

    Best regards

    Sten

  • Ela_Na Profile Picture
    Ela_Na 100 on at

    But I cannot influence on exchange rate. It is as it is.

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