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Dynamics 365 Community / Forums / Microsoft Dynamics SL (Archived) / help - problem with cr...
Microsoft Dynamics SL (Archived)

help - problem with credit checking

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Posted on by rodi 3,205

hi there,

I need help here. I have configured credit limit for some customers, also have activated option for credit checking in OM setup, AR setup and Order type.

I found credit checking work when:

- each order has been created must not more than credit limit of current customer.

 

but, what I need is:

- order/shipper can not be created while customer's credit available = 0.

 

need help here please. thanks before

 

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  • Carolyn Kolpien Profile Picture
    Carolyn Kolpien on at

    Hello Rodi,

    Do you have the box checked in OM Setup on the Credit Checking tab - "Stop Order and Shipper Entry on Credit Check Failures"?  

    This is the description from the help file and sounds like what you are looking for:

    Selected – If this check box is selected, entering a customer ID in Sales Orders (40.100.00) or Shippers (40.110.00) for a customer who has exceeded their credit limit will cause a message to appear, confirming that the customer’s credit limit has been exceeded. The customer ID will then disappear, and you will not be able to enter an order or shipper for this customer.

    Please let me know if this provides the functionality in the credit check that you expect.

  • rodi Profile Picture
    rodi 3,205 on at

    Hi,

    yes, I have checked the box "stop order and shipper entry on credit check failures", but still not work :(

  • rodi Profile Picture
    rodi 3,205 on at

    hello, is there anything I can do? :(

  • Jennifer Spitler Profile Picture
    Jennifer Spitler on at

    Rodi,

    Can you clarify - if the Credit Limit has been exceeded - do you want the Sales Order entry allowed, but, not advance or do you want the system to no allow the Sales Order entry?  If you do not want Sales Order entry allowed if the Credit Limit has been exceeded and you've selected the 'Stop Order and Shipper Entry on Credit Check Failures' in OM Setup, try stopping, closing, reopening and restarting Process Manager to see if that makes a difference in the system not allowing the order entry.  If no, let me know - do you get the same results when entering an order into the Sales Orders and Shippers screens?  And, do you get the same results if you change to standard mode?

  • James Bruiners Profile Picture
    James Bruiners 50 on at

    Hi,

    I think you should take a look at this for Credit Limit Microsoft CRM, although it runs out of Outlook it might help. Its free and might at least give an alternative.

    pinpoint.microsoft.com/.../credit-check-for-microsoft-office-outlook-dynamics-crm-axapta-and-more-12884933374

    Hope it helps.

    Regards

  • rodi Profile Picture
    rodi 3,205 on at

    hi Jennifer Spitler,

    Can you clarify - if the Credit Limit has been exceeded - do you want the Sales Order entry allowed, but, not advance or do you want the system to no allow the Sales Order entry?  --> I want system to no allow the sales order entry, or at least sales order created but in "credit hold".

    If you do not want Sales Order entry allowed if the Credit Limit has been exceeded and you've selected the 'Stop Order and Shipper Entry on Credit Check Failures' in OM Setup, try stopping, closing, reopening and restarting Process Manager to see if that makes a difference in the system not allowing the order entry.  --> no make difference, still can't make limitation.

    If no, let me know - do you get the same results when entering an order into the Sales Orders and Shippers screens? --> yes, I get the same result

    And, do you get the same results if you change to standard mode? --> yes, still get same result, more over, I try to run as you said in standard mode, and still get the same result.

    thanks before

  • Jennifer Spitler Profile Picture
    Jennifer Spitler on at

    Rodi,

    Thank you for the updates.  Earlier you said Credit Checking was working sometimes - can you explain with a little more detail when Credit Checking is working and how you need it to work differently?  One thought is - do you have Include in Credit Check Balance selected on the Terms ID in Terms Maintenance for the Terms ID assigned to the Customer?  This would allow the order to be entered, but, if the Hold on Credit Failure is selected on the order type steps - the order should not advance.  Also, in Customer Maintenance, what is the Credit Check option you're using?  

  • rodi Profile Picture
    rodi 3,205 on at

    hi Jennifer,

    now working. I have checked "Credit check balance" on terms Maintenance.

    many thanks to you.

  • rodi Profile Picture
    rodi 3,205 on at

    Hi, sorry to post again.

    I found that,

    if limit has not been reach, and we make new sales order / shipper which amount more than available limit, then it will be placed as credit hold.

    but, if we "insist" to continue the process (packing slip,shipping and print invoice), it will bypass the credit hold, even thought there is a warning message in every step.

    how to solve the problem?

    thanks before.

    note: unless the customer has reached the limit, then we can't make new order / shipper.

  • Jennifer Spitler Profile Picture
    Jennifer Spitler on at

    Rodi,

    I'm not sure what you mean by 'insist' - do you mean, it first goes on credit hold, then you release it to allow the next steps?  What is the value for Grace Days and Grace Percentage on the Credit Checking tab in OM Setup?

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