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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Customer's Credit ...
Microsoft Dynamics AX (Archived)

Customer's Credit Limit Approval

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Posted on by benjamin84 2,075

Hi Everyone,

I currently working on my workflow for customer approval.

my scenario is like this -> when a customer's credit limit has exceeded, it will go for head manager approval.
I have made setting for credit limit and it's already worked. I have made workflow for approval too.


My question is, how could I identify from a table if a customer's credit limit has been exceeded ? when inforlog showed up credit limit message has exceed, does the status exceeded was saved/wrote to a record/field ?
because, I made a query for my workflow, I planning to get that information from field in table.

I have read that the information located in custtrans table, but it need to be summerize first and then compare with credit limit amount.

or anyone have other suggestion/workaround ?


waiting your advice.
thanks in advance

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Benjamin 84,

    I don't think that you can refer to a single table field to identify whether a customer's credit limit has been exceeded or not. That is because the way how the credit limit is calculated and what is incluced.

    See for example: technet.microsoft.com/.../jj155667.aspx

    Take the 'balance+ all' parameter option as an example. Making a credit limit check with this setup requires that customer balances, deliveries, and open orders are checked. There is no single table field that includes those values, which by the way constantly change.

    Can't you use the credit limit exceeding as a trigger to initialize your new workflow that requires the manager to approve or not approve the order? Maybe that is a point to investigate further. In addition, also have a look at the alternative parameter settings described here: blog.mohamedaamer.com/.../microsoft-dynamics-ax-customer-credit-limit-management-setup

    Best regards,

    Ludwig

  • benjamin84 Profile Picture
    benjamin84 2,075 on at

    Dear Ludwig

    Thanks for your reply.

    Yes, thanks you for your gently reminder, previously, I have read the way how the credit limit calculated.

    my idea is like this "each time a sales lines created, created a trigger/method in AOT, for example : customer 001, the trigger is a query to summary the custtrans for customer 001, compare its with credit limit. if the limit exceeded, I update the field in sales order ( the field is a new added from customization in AOT ) .

    later in workflow I just create conditional to that field.

    that's my idea. don't know yet it is applicable/doable.

    about, credit limit exceeding as a trigger, could you tell me more about that ?

    I still new in development AX, so I still figuring it out how to linking those trigger to my workflow automatically. Currently I made it manually by click the submit button.

    is there's a way to make it automatically, or click it manually was the way to do it ?

    waiting your advice.

    Thanks

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi benjamin84,

    Not sure if I would realize the credit limit check and associated workflow this way especially when you talk about line level approvals that need to go up to the manager, I would imagine that the manager receives a lot of messages that he needs to approve something.

    I'm not a developer and can't help you much here but at the time a credit limit check is executed and fails, a message is created that it failed. Can't you use this point as a hook for the workflow you try to configure?

    Best regards,

    Ludwig

  • Suggested answer
    benjamin84 Profile Picture
    benjamin84 2,075 on at

    Hi Ludwig,

    Clear about that.

    i'll try your workaround.

    Danke Ludwig.

  • Community Member Profile Picture
    Community Member on at

    Hi Benjamin,

    I have a clarification based on your post. We also have similar setup of workflow where  manager approves the credit limit. My issue is, it takes around 2 minutes

    to get the approved credit limit reflect in customer account. ie after managers approval we need to wait for 2 minutes to invoice with new credit limit.

    we do around 600 invoices a day. Any option to reduce the waiting time. Is there any minimum time to wait. Our Vendor says minimum time can be set is 1 minute.

    rgds

    Wilson

  • benjamin84 Profile Picture
    benjamin84 2,075 on at

    Hi Wilson,

    I don't use workflow for approve credit limit,

    just an idea, seem like your issue is based on setting of batch server to process the workflow/task.

    maybe you could check the setting first

    hope this help.

    sorry for late reply, I a little bit rarely access my email lately.

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