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Prevent a Sales Order creation/Shipping if credit limit is exceeded

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Posted on by Rana Imran

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I'm trying to prevent/stop a sales order to be created or Shipping if the credit limit is exceeded.

I'm looking for a proactive solution in business central so that the user does not have to have the awkward moment AFTER taking the customer's order or shipping the sales order to let them know they've exceeded their credit limit. I'd rather them know BEFORE taking the customer's order or shipping.

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Dynamics 365 Business Central

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Mohana Yadav 61,204 Super User 2026 Season 1 on at

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BC will show notification, if it is enabled in notifications, if credit limit exceeds.

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Olister Rumao 4,009 on at

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Hi,

In Sales & Receivable Setup, inside General FastTab, set the Credit Warnings field as per your needs.

Also, in Customer master in General FastTab, you will need to define your Credit Limit.

This will give the result as Mohana suggested.

Let me know if you need help!

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Rana Imran 1,110 on at

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Hi Olister Rumao,

Thank for your prompt reply I need to stop sales order for further process due to exceed the credit limit

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Rana Imran 1,110 on at

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Thank for your prompt reply I need stop the sales order for further process due to exceed the credit limit

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