News and Announcements icon

Dynamics 365 CommunityForums Small and medium business | Business Central, N... Customer Credit Limit ...

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

Suggested answer

Customer Credit Limit Criteria - Exclude Open SO

(0) Share

Report

Report

Posted on by Samantha73

2,847

Hi All

Is there any way to change what is included in the calculation for the credit limit? For example, we want to exclude open orders. Only shipped not invoiced and invoiced amounts should be taken into consideration for this particular scenario. I guess we have to have a custom approval process on sales orders and when a sales order is released, instead of the full amount, only the quantity to be shipped should be added to existing open invoices/shipments. Maybe power automate can do this or coding is required

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

Akash Shukla 335 on at

Like (0)

Report

RE: Customer Credit Limit Criteria - Exclude Open SO

HI Samantha,

Out if the box this functionality is not there in Business Central. For this you have to customisation so that only shipped quantity amount add into credit limit not all.

I hope this will helpful to you.

Thank You

Helpful resources

Quick Links

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

#1

YUN ZHU 499 Super User 2025 Season 1

#2

Sagar Dangar, MCP 376

#3

Mansi Soni 347

Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans