Integration Manager Error - The customer has exceeded their credit limit

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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

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Praveen Kumar RR 1,552 on at

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Like to understand if you want to still have the Credit Limit value specified for Customer and import data by overriding it or else you are fine to set the Credit Limit to None in Customer Maintainence Options Window

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Mike Bufano 1,484 on at

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See attached screenshot. You can override in integration manager setting on the destination integration mapping.

You need to type in the password in the Integration manager setting. Click on the picture to see it more clearly.

To get the answer to your password, login to GP, navigate to Receivable setup and you will see the password in the upper right hand corner.

If this helps, please confirm as the answer

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Community Member on at

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Hi Mike,

Thank you for your quick response.

Here's images of our setup:

But I still get the error!

Thanks for taking the time to help.

Ravi

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Hi Praveen,

Yes, we still want to have the credit limits in place to help our account receivables department with their collection efforts but the operations department may raise invoices for work that was completed, and it needs to be imported to the system so that it is listed on the statement.

Thanks,

Ravi

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Manikandan 2,845 on at

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Make sure the specific customers credit limit option is not "No Credit".

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L Vail 65,271 on at

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I like Mani's answer for the errors. As far as the warnings, you will always get those if the cr limit is overridden. You may want to increase the number of warnings that are acceptable before it crashes.

Leslie

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Community Member on at

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Hi Mani,

The default "credit Limit" when an account is setup for the first time is "Unlimited". The other options being "No Credit" or "Amount".

Now, the ones that are producing the error are set to "Amount" with a stipulated currency amount. For example:

Thanks,

Ravi

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Community Member on at

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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

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L Vail 65,271 on at

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Does the customer in fact have a credit limit or are they a 'no credit' customer?

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Community Member on at

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The customer has a credit limit.

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