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Finance | Project Operations, Human Resources, ...
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New credit limit management - release to warehouse

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Posted on by 100

Hi All,

I am not sure if I found an issue or not.

I would like to use new credit management functionality because I need a workflow for approving credit holds.

I set in parameters 2 checking points: confirmation and release to warehouse.

pastedimage1634157482857v1.png

I set also that credit limit type is All+Balances and Message...as Warning.

pastedimage1634157530029v2.png

When I try to confirm a sales order I have a meesage from "old" functionality that credit limit exceeded open balance but when I click "ok" on confirmation posting - the sales order will be put on hold because the new functionality will work.

However, having the same parametrization and starting from the begining, when I try to release to warehouse - only message about exceeded credit limit will be displayed and the sales order will be not put on hold.

It means that when I select "release to warehouse" as a check point it would be impossible to use new functionality with credit limit exceeding, because the following message will block further analysis and credit managements will not run at all. 

pastedimage1634158377820v3.png 

On the other hand I cannot switch this message off because I would have to change credit type to No but it applies to all credit management as well.

Any suggestion how to solve this problem?

  • Ela_Na Profile Picture
    100 on at
    RE: New credit limit management - release to warehouse

    Judy,

    You provided a link for old functionallity. I meant the new functionality + a part of old one.

  • huijij Profile Picture
    19,801 on at
    RE: New credit limit management - release to warehouse

    Hi Ela,

    Please check the link:

    docs.microsoft.com/.../credit-limits-customers

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