alirazazaidi: How to restrict customer beyond its credit limit.

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Источник: https://www.tech.alirazazaidi.com/ho...-credit-limit/
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Credit limit is very important. When ever customer cross his due limit, he should be on hold until he paid his due. D365 provide ability to automatically restrict customer from posting any transaction

You found customer form following page.

Account Receivable > Customer > All Customers

Open any customer and then open the Credit and Collections fast tab.

Set the credit limit.

You can update it as per requirement.

You can check the balance of customer. It is available customer > Balance action.

For customer US-005, very that that custom er has balance of 233,231.00

Now goes to credit and collection module and then opens the credit and collection parameters

click on Credit and from credit limit fast tab

Select “Error” in the “Message when exceeding credit limit” ” drop-down list

For test this functionality, you have to go into Accounts Receivable module.

Navigation to sales order form is as follow.

Navigate to Accounts receivable > Orders > All sales orders

Create new sales order

Create sales order line and add a limit more then 250000 usd dollar.

On the confirmation of sales order

Adding a quantity more the remaining limit. On confirmation of Sales order error message appear.




Источник: https://www.tech.alirazazaidi.com/ho...-credit-limit/