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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Credit Limit Hard Stop...
Microsoft Dynamics GP (Archived)

Credit Limit Hard Stop and Soft Stop

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Posted on by Amber R 80

Hi,

I have a Credit Manager asking to have individual credit limits for each customer but for some customers to receive a hard stop when they attempt to go over their limit and others have a soft stop.

I can make a different credit limit for each customer using the Customer Maintenance window, and a hard stop for all of the customers using a password in the Receivables Management Setup, but I don't know how to make the credit limit stop hard for some but not all customers.

Can this be done in GP? Does anyone know a workaround if it cannot?

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I have the same question (0)
  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

    Anything can be done with enough code :)

    How would you determine which customer gets which?

  • Amber R Profile Picture
    Amber R 80 on at

    I believe the majority of customers would receive the hard stop, but the "big" or "special" customers would be determined by the location's credit manager and they would receive a soft stop to ensure we keep their business with just a warning that they are about to go over their credit limit.

    I looked into created customer classes - planning to have one class use the Receivables Manager Setup with an enabled password for the hard stop and another class have the password feature disabled for a soft stop.  Though, it appears that the Receivables Management Setup password is global and cannot be used for one class but not another.

  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

    Have a look at this article - you might be able to leverage the Support Debugging Tool to accomplish your goal - msdynamicstips.com/.../support-debugging-tool-customization-10-credit-limit-check-skip-in-receivables-transaction-entry-using-sql-execute-in-sdt

  • Amber R Profile Picture
    Amber R 80 on at

    I'll take a look! Thank you for your help!

  • Verified answer
    Justin Thorp Profile Picture
    Justin Thorp 2,265 on at

    You could use the Credit Limit password as the soft stop, and put the customer "On Hold" as the hard stop.

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