help / ask - Use Credit limit in dynamic SL

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Posted on by rodi

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Hi there,

I'm just new in here. in My company, there is new policy about credit limit, some customers have credit limits, so whenever those customers reach their credit limit, they won't be able to create new order (via Sales Orders).

I can see option credit limit / credit checking in Customer maintenance. But it seems not working. customer who already reached credit limit, still can make new order :(

So, please kindly help me, how I implement credit limit rule in dynamic SL.

thanks before

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rodi 3,205 on at

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Re: help / ask - Use Credit limit in dynamic SL

hi there,thanks, but we use SL.
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James Bruiners 50 on at

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Re: help / ask - Use Credit limit in dynamic SL

Hi Guys,

I think you should take a look at this for Credit Limit Microsoft CRM, AX, GP, although it runs out of Outlook it might help. Its free and might at least give an alternative that is free.

pinpoint.microsoft.com/.../credit-check-for-microsoft-office-outlook-dynamics-crm-axapta-and-more-12884933374

Hope it helps.

Regards
rodi 3,205 on at

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Re: help / ask - Use Credit limit in dynamic SL

hello there?

need help. still confuse why "credit checking" and "credit limit" not work properly in dynamic SL (or in my system), by default :(
rodi 3,205 on at

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Re: help / ask - Use Credit limit in dynamic SL

hello?anyone....need help here,please :(

basicly, we want to make limitation for some customers, whenever they reach credit limit, then they won't be able to make new order (create order/shipper).

thanks before