Small and medium business | Business Central, N...

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

(0) Share

Report

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)

All responses (4)

Answers (0)

Suggested answer

Mohana Yadav 61,005 Super User 2025 Season 2 on at

Like (0)

Report

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

Was this reply helpful? Yes No
Suggested answer

Olister Rumao 3,967 on at

Like (0)

Report

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!

Was this reply helpful? Yes No
Rana Imran 1,110 on at

Like (0)

Report

Hi Olister Rumao,

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

Was this reply helpful? Yes No
Rana Imran 1,110 on at

Like (0)

Report

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

Was this reply helpful? Yes No