In the previous blog post I have explored Microsoft Dynamics AX – Customer Credit Limit Management – Setup. In this post I will focus on the execution of credit limit control in the transaction level.
I have create a new customer, here Microsoft Dynamics AX consider customer balance is zero.
Creates a new Sales Order for this customer with 1000.00 USD.
Check customer credit limit, Microsoft Dynamics AX give the info log indicates that the Credit limit exceeded
Open balance: 0.00 “Current customer balance from customer advanced collections”
Current order: 1,000.00 “Current sales order amount”
New balance: 1,000.00
Credit limit: 0.00 “Non cash credit limit which assigned to customer”
Credit excess: 1,000.00 “Amount exceeded from customer balance”
New balance = – Open balance + Current order
Credit excess = New balance – credit limit
User Group: Dynamics Arabia
