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One Customer Credit Limit for Multiple Entities (whole Group)

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Posted on by MM-22010719-0

Hi D365 Experts,

I need urgent assistance regarding the credit limit setup for new customers in our D365 system.

When onboarding a new customer, we need to assign a credit limit. However, we have 4 legal entities in D365, entering AED 100,000 as the credit limit results in it being entered in all entities individually — This gives customer total limit of AED 400,000 across all entities.

Issue: I want to set a total credit limit of AED 100,000 for the customer across all entities, not per entity.

Option 1: Split the credit limit across the 4 entities (AED 25,000 each). However, this is not feasible due to operational challenges.

Option 2 (Preferred): Enter a single credit limit of AED 100,000, and have the system monitor it on a consolidated level — meaning, regardless of the entity, once the customer’s total exposure reaches AED 100,000, the system should flag it.

Is there a way to implement this in D365? Any guidance or workaround would be greatly appreciated.

Regards,

M. Ali

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Dynamics 365 Finance

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DAnny3211 11,417 Super User 2026 Season 1 on at

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Hi,

Thanks for sharing the error message. The posting failure you're experiencing seems to be caused by a combination of issues:

Overpayment/underpayment warning: The system is detecting a 0.40 difference, which may be due to rounding or settlement mismatches. Check the payment tolerance settings and ensure that the journal is configured to handle small differences appropriately.

Changed account combination: The combination 211100010 has likely been modified since its last use. You’ll need to revalidate it in the account structure setup to ensure it complies with current rules.

Missing ledger account: Confirm that the account number used for the transaction type "ledger" exists and is active in the chart of accounts.

Reporting currency setup: Make sure the reporting currency is correctly configured for the company wks, especially if multi-currency posting is enabled.

After reviewing the main account and settlement voucher, also verify that the journal lines are using valid and current financial dimensions, and that no outdated combinations are being referenced.

Please verify if this response was helpful.

Thanks and best regards,

Daniele

Note: This response was prepared with support from Copilot to ensure clarity and completeness.

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André Arnaud de Cal... 303,730 Super User 2026 Season 1 on at

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Hi M. Ali,

The only way you can achieve this is by extending Dynamics 365 as this scenario is not covered out of the box.

Option 1 is not a solution as a client can order goods for e.g. AED 50,000 in a single legal entity.

Option 2 can be achieved with a customization.

DAnny3211, Thanks for adding the sentence where you mentioned you used Copilot. In this case, I think you pasted the wrong text in the wrong post. This question is not about a posting error.

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Sohaib Cheema 49,677 Super User 2026 Season 1 on at

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Hi,

In other words you are saying that it is your single customer shared across the legal entities.

This may help you https://learn.microsoft.com/en-us/dynamics365/guidance/business-processes/pattern-set-customer-credit-limits-for-group-of-customers

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Sagar121 1,160 Super User 2026 Season 1 on at

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Do you have cross company enabled for Cusotmers ?

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Sohaib Cheema 49,677 Super User 2026 Season 1 on at

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One does not need cross company data sharing for Customer credit groups

there are 5 scenario in which you can setup credit limit.

https://learn.microsoft.com/en-us/dynamics365/finance/accounts-receivable/credit-limit-scenarios

depending upon the case, one can put the solution.

In this case, I reckon one can setup the 100K AED credit limit with a single Customer Credit Group, and under that group one can added all those 4 customers (does not matter from which legal entities those are)

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Giorgio Bonacorsi 2,147 on at

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Hello Ali,

I'm afraid that sounds not cover by the standard.

The credit group allows you to allocate one credit line to multiple clients, but within the same legal entity.

A credit group cross legal entity, apply to several clients presently doesn't look feasible.

I even checked for you but this table cannot presently be configurated as cross legal entity (the table is: CredManCreditLimitCustGroup):

I suggest to you to open a ticket to Microsoft and pull in your concern even as an idea: https://experience.dynamics.com/ideas

Good luck,

Giorgio

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Sohaib Cheema 49,677 Super User 2026 Season 1 on at

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Hi @Giorgio Bonacorsi

I can see following 3 tables having SaveDataPerCompany = No.

CredManCreditLimitCustGroup

CredManCreditLimitCustGroupLine

DirPartyTable

If I create a customer credit group in one legal entity, no matter in which one, it is visible in all legal entities.

It would be interesting to know why it would not work?

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Giorgio Bonacorsi 2,147 on at

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Hi @Sohaib Cheema

Nothing to add, you're definitely right.

I just did a test, and it work correctly, the table cannot be enable from the function checked because it is already cross-company shared.

The rest of the configuration are legal entity based, and we have at setup this flag "check customer credit group limit" to enable the credit group limit control:

Thank you,

Giorgio

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Sohaib Cheema 49,677 Super User 2026 Season 1 on at

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@Giorgio Bonacorsi

I do appreciate your efforts to take a deeper look into this.

well done and thank you.

Keep contributing to the community please.

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