Customer Credit Limit Criteria - Exclude Open SO

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Posted on by Samantha73

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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

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Akash Shukla 365 on at

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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

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