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Credit Limit in Receivables Management

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Posted on by Patrick Wachira

Team,

The default credit limit check in GP is as shown below:

('Customer Balance' + CurrentInvoiceDollarAmount + 'Unposted Sales Amount' + 'Unposted Other Sales Amount' + 'On Order Amount' - 'Unposted Cash Amount' - 'Unposted Other Cash Amount' - 'Deposits Received' ) > 'Credit Limit Amount' of table RM_Customer_MSTR

Unfortunately, this means that documents that are on Order (including Back orders) are included in reducing the credit available. We however wish to 'ignore' the value of items on order when checking the credit available. Does anybody have an idea of how/where we can exclude the 'On Order Amount' component from the formula?

Kind Regards

Patrick

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L Vail 65,271 on at

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RE: Credit Limit in Receivables Management

Hi Patrick,

I do not think this is possible out of the box. I think this sort of thing would require a customization. I do think this is a good idea and something I hope you will enter as a suggestion in Microsoft Connect.

Kind regards,

Leslie
Christopher Pretorius 15 on at

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RE: Credit Limit in Receivables Management

Good day Patrick,

Did you ever get an answer for the question you asked?

Regards

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