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D365 Credit Management Question

  • 1.  D365 Credit Management Question

    Posted Jul 30, 2021 02:25 PM
      |   view attached
    Hi everyone...we are in the process of implementing D365 F&O.  During testing, we are finding that non-USD Sales Orders which are over credit limit are not showing up on any of the credit management reports.  We only see USD Sales Orders in the credit management hold reports - even though non-USD Sales Orders show they are over credit limit in the Sales Order themselves.  We believe we have the currency setups correctly but maybe we are missing something.  Below (and attached) are screen shots of our credit limit Sales Order error and currency setups.  Thank you.

    Lori Holmes
    Hamamatsu Corporation
    Bridgewater, NJ


    CreditLimit.docx   111 KB 1 version

  • 2.  RE: D365 Credit Management Question

    Posted Aug 18, 2021 06:39 PM
    HI Lori,

    We had our Canadian orders show up in the Open Credit hold reports but they were showing up in US Currencies..I think our "IT King" did something to make it show up in Canadian Currency and then i added the currency collumn and it now shows up in the right currency

    Mara Taylor
    Credit Manager
    Kent Water Sports Holdings, LLC
    Snoqualmie WA

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