Credit limit check for sales documents with documentation of the approver and time.
Current Version: 1.1.7.0as of Business Central 14.
Manual
Creation date: 2024/11/22 The current version of this manual can be found at:
☰ Contents
General
Customer Credit Limit Check By default, only one credit limit warning can be enabled in Business Central and accordingly the user is only warned when the credit limit is exceeded...
Setup
App Setup In the User Setup window, the user can perform a credit limit check...
Extended Pages
Customer Card
Sales Order
Activities in the Account Manager role
Activities in the Accountant role
Activities in the Sales Order Processor role
Sales Orders - Credit Limit Check
Posted Sales Invoice
Posted Sales Invoice List
Tasks
Working with the App
Appendix
Release Notes
Docs / NVXCCLC Customer Credit Limit Check / General General
By default, only one credit limit warning can be enabled in Business Central and accordingly the user is only warned when the credit limit is exceeded.
Subsequently, a sales order can still be released, delivered and invoiced.
With this app, sales orders where the customer's credit limit has been exceeded are marked as to be checked and then have to be released in a release process by authorized persons.
Docs / NVXCCLC Customer Credit Limit Check / Tasks Working with the App
Sales Order
If the credit limit is exceeded, the Sales Order page will be marked as "to be checked".
For this purpose, a new checkbox Credit Limit to Check to check (boolean) is implemented in the order.
If the indicator is set, the order cannot be released.
This means that no deliveries or invoices can be created.
Stack: A new stack Sales Orders - Credit Limit Check is implemented in the overview, which lists all orders "to be checked".
Release
The release process takes place via the Accountant role, whereby the date and the user are logged.
The users receive the right for release in the User Setup.
The User Setup is extended by a checkbox Credit Limit Check Processing.
If a user has this right, he can release orders that are to be checked.
For this purpose, a new button Credit Limit Checked is provided on the Sales Order page.
Furthermore, when the credit limit is released, the date on which the release takes place is saved.
Sales Order Credit Limit Check
After entering the incoming invoices, this report should use the Check Credit Limit again button on the page of all Sales Orders that are available for the credit limit check to check whether the credit limit has changed.
There are two options:
the credit limit is exceeded and remains in the stack of sell orders - credit limit check and requires manual approval
the credit limit amount from the Credit Limit (LCD) field has been covered by one or more incoming invoices
If the credit limit has been covered, the action credit limit checked is automatically performed on the sell order.
To start the report there should be the options, manually via a menu item and in an automatic job in the task queue.
The automatic job runs e.g. daily in the evening (midnight). (can be set up)
you can specify a reminder level from which a customer should be blocked for shipments as soon as a reminder is issued for him.
If a reminder is then issued for a customer, the customer will be blocked for at least shipments. This means if it was already blocked for invoices, the customer will not be updated.
Would you like to know what has changed in the extension? Below you'll find an overview of the new features and changes made in the updates.
Build-Overview in DevOps
NVXCCLC 1.1.7.0
as of Business Central 14 2024/10/17
Corrections
Removed an event due to an error.
NVXCCLC 1.1.6.0
as of Business Central 14 2024/07/18
Improvements
Add support for Workflow and credit limit check.
NVXCCLC 1.1.5.0
as of Business Central 14 2024/06/21
Improvements
Adding the Credit Limit Checked button on the Service Order page and the Service Orders list
Add the Service Order Credit Limit Check report with the Credit Limit Checked again button on the Service Order page and the Service Orders list
Increase dependency on Business Central version 23.0
NVXCCLC 1.1.4.0
as of Business Central 14 2024/03/14
Corrections
Check of credit limit also at direct posting and not only at manual release.
NVXCCLC 1.1.3.0
as of Business Central 14 2023/06/19
Improvements
Block Customer for shipments if a specific reminder level is reached. Setup for reminder terms.
NVXCCLC 1.1.2.0
as of Business Central 14 2022/11/21
Improvements
Added "Credit limit check on" and "Credit limit check performed by" in the Posted Sales Invoice
NVXCCLC 1.1.1.0
as of Business Central 14 2022/07/25
Improvements
Added compatibility for the Business Central Spring 2019 (v14) version
