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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Modifying Balanceestim...
Finance | Project Operations, Human Resources, ...
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Modifying Balanceestimate() Method of CustCreditLimit

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Posted on by piyush02 60

Hello Experts.

I have a requirement  on basis of a boolean field in salesorder. If that boolean field is yes in a salesorder and creditlimittype is Balance+all then amount of that particular order should not go in balance estimate and after that if it is not added in  Balanceestimate then automatically it will not show in balance tab of customer and creditremaining will show with exclusion of the particular order.

Appreciate if i get any help on this.

Regards

Piyush Sharma

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