Notifications
Announcements
No record found.
Hi guys, I need to check credit limit at the time of posting the sales invoice only in AX 2012 R2.
I don't wann block Sales order level and packing slip level.
Thanks,
Saurabh Jain
*This post is locked for comments
Hi Saurab,
There is a standard parameter to define the credit limit check on all sales updates. There is no setting per document type. So this would require a customuzatuon or change the setting during sales update actions which is quite cumbersome and there are possibilities of having errors.
Also note that when you have delivered goods you need to invoice them. So a check at invoice posting is too late in my opinion. I would not want to deliver goods and then later find out he is above his credit limit.
Hi Andre,
So there is no direct setup for credit limit check at invoice level.
Is it ok?
Saurabh
Hi Saurabh,
In standard AX you can't set checking of credit limit specific to SO Invoice only, you can use standard credit limit type options like Balance + All but remember it is not only for SO invoice, I am agree with Andre, check credit limit at SO Invoice posting is too late ideally it should happen either at the time of SO creation or Packing slip.
Hope it help.
Regards
Sanjay Gupta
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Martin Dráb 4 Most Valuable Professional
Priya_K 4
MyDynamicsNAV 2
