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Ali Raza Zaidi

A practitioner’s musings on Dynamics 365 Finance and Operations

Account receivable

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

Free text invoice in Dynamics Ax 2012 R3

December 28, 2014 by alirazazaidi

A common question arises in my mind that such a detail sales order invoiced exists then why we need free text invoice. I found two detail answers with reference

A free text invoice is an invoice that is not attached to a sales order. A free text invoice contains a header and one or more lines for items or services that are not tracked in inventory. Use a free text invoice for sales that do not require a sales order, packing slip, and customer invoice. For example, you can use a free text invoice for a consulting fee or services fee, or for a miscellaneous fee for an event reimbursement.

Reference: http://technet.microsoft.com/en-us/library/hh208454.aspx

 

 

 

A free text invoice is not related to a sales order. It contains order lines that include ledger accounts, free-text descriptions, and a sales amount that you enter. You cannot enter an item number on this kind of invoice. You must enter the appropriate sales tax information.  Also, the customer balance is posted to the summary account from the posting profile that is used for the free text invoice.

In addition,  a free text invoice line can be used to sell a quantity of any kind of goods, services, or rights – providing unit price and quantity information to the customer. It also helps basic amount calculation, and it helps to better identify and explain charges to customers.

http://www.dynamicsteaching.com/difference-between-customer-invoice-free-text-invoice-and-pro-forma-invoice-in-ax-2012/

 

Now if we want to create a free text Invoice and post It. You have to follow this, Currently I am using

Contoso demo data and usmf legal entity.

 

Account receivable => common=> Free text Invoices => All free text Invoices

 

FreeTextMenu

 

 

 

 

Free Text Invoice List page opens

 

Free Text Invoice List Page

 

Click on Free text Invoice, following form will open

New Free Text Invoice Create Page

Select the customer

Select Customer

Add invoice lines. And select main account, Sales tax group and Item sales tax group. Update the Unit price.

Line

Now click on post on top menu

Post Menu

Following form will open

Postings

 

Click on ok button to post it, On successfully posting following form will open.

Posted result

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