web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

Introducing our New Video Series: Community Spotlight
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Prevent a Sales Order ...
Small and medium business | Business Central, N...
Suggested Answer

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

(0) ShareShare
ReportReport
Posted on by Rana Imran 1,110

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.

Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    Mohana Yadav Profile Picture
    Mohana Yadav 61,248 Super User 2026 Season 1 on at

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

    pastedimage1584433920121v1.png

  • Suggested answer
    Olister Rumao Profile Picture
    Olister Rumao 4,009 on at

    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!

  • Rana Imran Profile Picture
    Rana Imran 1,110 on at

    Hi Olister Rumao,

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

  • Rana Imran Profile Picture
    Rana Imran 1,110 on at

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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Introducing our New Video Series: Community Spotlight

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the June Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 653 Super User 2026 Season 1

#2
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 414 Most Valuable Professional

#3
YUN ZHU Profile Picture

YUN ZHU 394 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Microsoft Training Manuals

Product updates

Dynamics 365 release plans