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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Credit Limit when maki...
Microsoft Dynamics AX (Archived)

Credit Limit when making a Sales order on retail POS

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Posted on by AH86 90

Hi everyone,

I am trying to apply credit limit to a Sales order that is generated on POS. The issue is that when I make a manual sales order (SO) for a customer the system prevents me to process the SO if the credit limit is breached; however nothing happens when I make a SO on POS and the system allows me to process the SO even if the credit limit is exceeded. I have checked the configurations relating to credit limit in Account Receivable parameters but still unsuccessful. Any prompt recommendation or help will be highly appreciated.

Thanks,

Regards,

Ali

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  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Make sure you have checked the "Mandatory Credit Limit" field behind customer - Credit and Collections. That must be checked if you want the POS to do a balance check. Otherwise it does not help to fill in the credit limit.

  • Nicholas Kar Seng Fook Profile Picture
    Nicholas Kar Seng Fook 165 on at

    Hi,

      Are you able to create SO in POS and pay by customer account? I've tried but getting an error : This operation can't be performed at this stage of the order. Any idea?

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