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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.
Thank for your prompt reply I need stop the sales order for further process due to exceed the credit limit
Hi Olister Rumao,
Thank for your prompt reply I need to stop sales order for further process due to exceed the credit limit
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!
BC will show notification, if it is enabled in notifications, if credit limit exceeds.
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