Credit Limit functionality in 365 FO

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Posted on by sk1

Hi ,

Could anyone highlight about new credit management feature for dynamics for dynamics 365 ? Can we set one credit limit for a customer exist in two legal entity? As per MS It is easier to manage the credit levels for multiple customers by creating credit management groups. With this feature you will have the ability to assign one credit limit to multiple customers in various legal entities.

Looking forward to have insight on this.

Regards

SK1

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Annaick Microsoft Employee on at

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Hi,

Credit limit group should be used in this scenario (same customer on 2 different legal entities)

You can then set one limit on the group and unlimited on the customer accounts.

Kind regards

Annaick

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Ludwig Reinhard Microsoft Employee on at

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Hello SK1,

You can set global limits with the new functionality.

I would recommend having a look at this TecTalk that was broadcasted earlier this year.

community.dynamics.com/.../techtalks

It gives you a good overview of what is possible.

Best regards,

Ludwig

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sk1 40 on at

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Thanks Dr Ludwig and Annaick.

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