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Customer Credit Check

Posted on by Microsoft Employee

Hello,

I have a scenario with the Customer Credit checking feature in Dynamics SL 2015 that I explained below.

  • Created a new Customer ( say ID 9999)
  • Set Customer’s credit limit as $1000 and the Credit Check as “Credit Limit Only”
  • Created a new Payment terms (say 99) in Shared information module. Turned Off the option “include in credit check balance”
  • Created a Sales order for the Customer Id 9999 for $10000 with the payment terms 99 selected in the billing information tab
  • Released the Sales Order
  • The order is on “Credit Hold” now
  • The Available Credit limit is -9000 in the Customer maintenance. This  means the order amount $10,000 is considered for the Credit balance calculation

Not sure about the reason why the system is considering the Order amount $10000 for the Credit check calculation though I setup the payment terms as "not to include" and I've used the same terms in the Sales Order.

Is there any other setup? Appreciate your reply.

Thanks

Sivaram.C.S

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Customer Credit Check

    From what we heard from Support, the check box in Terms Maintenance is for the Order Management Credit hold feature alone but doesn't have any impact in the Credit balance calculation in the Customer Maintenance of AR module.  

    This means,  If the amount of the order exceeds the total credit limit, the sales order is immediately put on credit hold regardless of the Terms selected. If the sales order amount is less than the total credit limit and if the check box is unchecked for the selected terms, the sales order goes through without credit hold regardless of the "Credit available".

    Thanks,

    Siva

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