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Ali Raza Zaidi

A practitioner’s musings on Dynamics 365 Finance and Operations

Customer Credit limit in Dynamics 365 for Finance and Operations

September 22, 2017 by alirazazaidi

We can set credit limit for customer. Customer can purchase product or services up to certain limit. Even D365 for finance and operations provide us option to generate error message and stop processing of Sale order or just show error message and let the transaction happened.

 

For this you have to enable customer credit limit option from Account Receivable => step up => Account Receivable parameters.

 

 

 

 

 

In Account receivable parameter form, you  can found Credit limit option in Credit Rating  menu

 

 

If you explore Credit limit type you find following options

 

On selecting None, which is default means, credit limit functionality is disabled. Balance means, credit limit check against

Customer current balance, Next option is balance plus amount generated against packing slip and Product Receipt.

Third option is Balance + all include Packing slip, sale order and transaction activities.

 

 

 

Next option is when message exceeding the limit

 

We find one more option is on this page. This option is either apply credit limit on free text Invoice on .

 

Now we can set credit limit on Customer page, For this open required Customer and form detail page you can update credit limit. You can find Credit limit in Credit and collections fast tab

 

 

For more detail explore following link:

https://docs.microsoft.com/en-us/dynamics365/unified-operations/supply-chain/sales-marketing/credit-limits-customers

Filed Under: Dynamics 365, Dynamics 365 for finance and operations, Dynamics 365 for Operations, Functional, Sale Order Process, Sale Order Processing, Sales and Distribution Tagged With: Account receivable, Credit limit, Sales and distribution

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About

I am Dynamics AX/365 Finance and Operations consultant with years of implementation experience. I has helped several businesses implement and succeed with Dynamics AX/365 Finance and Operations. The goal of this website is to share insights, tips, and tricks to help end users and IT professionals.

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Content published on this website are opinions, insights, tips, and tricks we have gained from years of Dynamics consulting and may not represent the opinions or views of any current or past employer. Any changes to an ERP system should be thoroughly tested before implementation.

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