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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

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    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 Microsoft Employee on at

    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 Microsoft Employee on at

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

    2604.platinum.png

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