credit max

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how to control the credit max in NAV 2014 R2

how can we block a customer if they are over the max? Is there an easy way to do it for all the customers we have created in the system

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Mohana Yadav 61,005 Super User 2025 Season 2 on at

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There is a Credit Limit Field on Customer Card

Set Credit Limit to Both Warnings on Sales & Receivables set up

If the credit limit is exceeding then we will get a confirmation message

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yes... that is already done... but how can I block it autmatically that sales cannot ship untill the customer pays or we release on our own risk?

giving a warning does not help as they will still ship and invoice...

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Mohana Yadav 61,005 Super User 2025 Season 2 on at

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It is not available to do it automatically

you can set Ship/Invoice/All option in Blocked field of Customer if he exceeded the Credit Limit.

If you need it automatically then you may need to customize

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Hi Mohana

Okay it is not possible automatically to block customers but when we block a customer then we can not create a sales order in the system. That mens we can not create a sales order wich lies in the system until the customer has paid us and we unblock the customer. Thats a problem because we are interested in making sales orders for blocked customers but not be able to ship and invoice until the customer has paid and we unblock him.

Any ide on how we can do that?

Kind regards

Rasmus

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Mohana Yadav 61,005 Super User 2025 Season 2 on at

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You should customize to show an error message if the credit limit is crossed

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Customize mens programming and further cost unfortunetly.

But thanks any way..

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Mohana Yadav 61,005 Super User 2025 Season 2 on at

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yes, programming only

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4BzSoftware 6,073 on at

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Hi Rasmus,

Consider to use Document Approval standard function.

Sales can be made but can not be released until it is approved.

You can refer to https://msdn.microsoft.com/en-us/library/hh879064(v=nav.70).aspx

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