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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Credit limit management
Finance | Project Operations, Human Resources, ...
Suggested answer

Credit limit management

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Posted on by inadir 400

Hi,

I want to use the new Credit management module to manage multiple customers with one global credit limit.

I create my Customer credit groups and add my customer , but when I go to my customer card or aged balance , i don't see this credit limit.

FYI, I already try to adjust it with credit limit Adjustment but it works for customer only , not when I adjust a group.

Any idea about this issue.

Thanks

I have the same question (0)
  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Credit limit management

    Hi,

    Please have a look at this tectalk, which explains the different functionalities and illustrates the configuration.

    community.dynamics.com/.../dynamics-365-finance-credit-management-february-14-2020

    Best regards,

    Ludwig

  • Suggested answer
    Michal Krejza Profile Picture
    Michal Krejza on at
    RE: Credit limit management

    Hello Ismail,

    As Ludwig mentioned in his post the whole concept of Customer credit groups is explained in Dynamics 365: Finance Credit Management Tech Talk (12:54)

    And also there's documentation: Customer credit groups

    Please let us know if you need anything else ?

  • Michal Krejza Profile Picture
    Michal Krejza on at
    RE: Credit limit management

    And do not forget to enable the Customer credit groups in parameters:

    2604.platinum.png

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