Integration Manager Error - The customer has exceeded their credit limit

(0) Share

Report

Posted on by Community Member Microsoft Employee

We are currently using Dynamics GP 2015 and using Integration Manager (version 14.00.0726) to import invoices into Sales.

Some of our accounts are setup with credit limits.

When we try to import invoices into a receivables batch, we get the error message "The customer has exceeded their credit limit".

How do we override the credit limit in place when we are importing the invoices into a receivables batch?

Thank you,

Ravi

*This post is locked for comments

All responses (17)

Answers (1)

Victoria Yudin 22,766 on at

Like (0)

Report
RE: Integration Manager Error - The customer has exceeded their credit limit

Reviving this thread again to see if anyone has encountered the following situation:

Using latest GP version 18.2 (October 2019 release)

All customers are set to have a dollar amount credit limit

Using Integration Manager we are importing a batch of receivables transactions, sometimes there are multiple transactions for the same customer in the batch; we've set the credit limit option to override and provided the password

If a customer is over their credit limit, the first transaction imported for them gets the warning saying customer is over their credit limit, but the transaction imports as we are expecting based on our setup

The next transaction for that same customer - for whom the credit limit was already overwritten with a previous transaction in this import - gets an error: "ERROR: This customer has exceeded their credit limit"

And any subsequent transactions for the same customer in this import are all kicked out with the error.

We've tested this multiple times with the same results so I am pretty sure that's what is happening, just wanted to see if anyone has seen this before and if there is maybe a switch that can be added to the IM ini file or some other setting we've not thought of to help with this.

Thanks.
Community Member Microsoft Employee on at

Like (0)

Report

RE: Integration Manager Error - The customer has exceeded their credit limit

Once i set a override password i got thru the import, thank you for the posts!!
Community Member Microsoft Employee on at

Like (0)

Report

RE: Integration Manager Error - The customer has exceeded their credit limit

Im having this exact issue in GP 2015 and IM 14.00.0726

Has anyone ever solved this?
L Vail 65,271 on at

Like (0)

Report

RE: Integration Manager Error - The customer has exceeded their credit limit

For the documents that are throwing the error, had the customers exceeded their credit limits before the integration was attempted? Do any of those customers have the Display Credit Limit Warning window filled in?

Leslie
Riaan Taljaard 536 on at

Like (0)

Report

RE: Integration Manager Error - The customer has exceeded their credit limit

Has anyone managed to resilved this issue?

I am importing SOP returns with Integration Manager and getting the same error.

My customer has an amount for a credit limit. I do not have an override password in RM setup.

I entered an 'X' in the Integration Manager password field because it doesnt allow me to leave it blank.

I still get teh ERROR: Customer exceeded credit liit.

GP2015 R2

Thanks

Riaan
Heather Roggeveen 9,142 on at

Like (0)

Report

RE: Integration Manager Error - The customer has exceeded their credit limit

Devon - what about trying with Amount = 0 instead of No Credit?
Community Member Microsoft Employee on at

Like (0)

Report

RE: Integration Manager Error - The customer has exceeded their credit limit

fascinating. I am having the exact same problem. zero customers are set to "No Credit". I put in a credit limit password (like always)

The first document is warning and the rest are erroring - exactly as per your screen-shot. I am on GP2015 R2 IM 14.00.0726
Community Member Microsoft Employee on at

Like (0)

Report

RE: Integration Manager Error - The customer has exceeded their credit limit

The customer has a credit limit.
L Vail 65,271 on at

Like (0)

Report

RE: Integration Manager Error - The customer has exceeded their credit limit

Does the customer in fact have a credit limit or are they a 'no credit' customer?
Community Member Microsoft Employee on at

Like (0)

Report

RE: Integration Manager Error - The customer has exceeded their credit limit

Hi Leslie,

We are not concerned about the warnings "Credit Limit was overridden."

The ones that concern are those that still appear as "ERROR: This customer has exceeded their credit limit" although it should be just a warning as we are using the "override" option in the Receivables setup.

Thanks,

Ravi