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CredManCreditMax

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Posted on by DELDYN

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Hi,

In the customer form there is a field called "total credit limit" which comes from a display method called credManCreditMax

If I have a class where i need to return that value for a certain customer, how can I do that? Do i need to replicate the logic inside this display method in my new class? Or is there another way?

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Jonas "Jones" Melgaard 4,985 Most Valuable Professional on at

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Hey
I think it's this field, right?

Nope, I'll just call the creditMax method on CustTable directly, it will do the same. Much of Credit Management is internal so it's not easy to deal with.

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DELDYN 484 on at

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Hi Jonas,

yes that's the field, and the method is called credManCreditMax and not creditMax

you mean i should call creditMax method directly without anything else like this?? as it's calling credManCreditMax in the extension?

like this:
CustTable::creditMax(_custAccout);

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Jonas "Jones" Melgaard 4,985 Most Valuable Professional on at

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Yes, exactly.

The CoC extension to the method will handle scenarios where Credit Management is enabled and then call the credManCreditMax for you.

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DELDYN 484 on at

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Hi,

So this total credit limit field won't appear in the customer form if this feature is not enabled?

I just want to make sure that it will always return the correct value

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Jonas "Jones" Melgaard 4,985 Most Valuable Professional on at

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Exactly, if the credit management feature is disabled it will not show the "CredMan" fields in the form, only the old credit max fields.

So for the most correct value, it's best to call the creditMax method on CustTable.

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DELDYN 484 on at

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Hi,

But in this case, if the credMan feature is disabled, it means it will return another value as per the original method

but in reality CredManCreditMax doesn't appear in the form because the feature is diabled, so shouldn't I return 0 in this case?

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Jonas "Jones" Melgaard 4,985 Most Valuable Professional on at

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No, I don't think so.

If you have deactivated the credit management feature, the original CreditMax field will be showed.

In that case, you will have a value in the original Credit Max field that is visible on the customer form, but your method will return 0.

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Saif Ali Sabri 2,351 Super User 2025 Season 2 on at

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You can instantiate the form’s data source table (CustTable, for example) and directly call the display method on it, which would avoid duplicating logic. For example:

CustTable custTable = CustTable::find(yourCustomerAccount); CreditLimitType totalCreditLimit = custTable.credManCreditMax();

This approach keeps the logic consistent with the display method, so any updates in the credManCreditMax method will automatically reflect wherever you call it.

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Jonas "Jones" Melgaard 4,985 Most Valuable Professional on at

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The issue here is that credManCreditMax method has the access modifier "internal", meaning that it is only available from inside the "Credit Management" model; You cannot call it from other models.

Hence why we need to call the public display method "CreditMax", that then calls the Credit Management display method if that feature is enabled.

Your code will most likely not compile.

For more info: D365 FinOps: Upcoming Changes to Internal Access Modifier

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