D365 Finance & Operations and Dynamics AX Forum

 View Only
  • 1.  d365 Credit Limit report, including open orders

    SILVER CONTRIBUTOR
    Posted Jan 14, 2019 02:30 PM
    I'm hoping someone has created a report they would be willing to share that is similar to the "Customer balance list with credit limit report", BUT also includes open orders that are not yet invoiced.

    Our engineering process can take a long periods for some orders, so we want to monitor what's in the queue to deliver, as well as outstanding receivables.  At order time, you get a warning message which is fine it our CSR remembers to tell our finance team.  If they forget, we may not find out until pack slip time that there's a credit issue...

    Thx

    ------------------------------
    chris south
    SixAxis/ SafeRack
    Andrews SC
    ------------------------------


  • 2.  RE: d365 Credit Limit report, including open orders

    Posted Dec 23, 2021 09:46 AM
    Hello Chris,

    Was it resolved in fact? :) I have similar requirements. I would be really grateful if you could share some details.

    Thanks
    Serhii

    ------------------------------
    Serhii Shaidenko
    ERAM
    ------------------------------



  • 3.  RE: d365 Credit Limit report, including open orders

    TOP CONTRIBUTOR
    Posted 16 hours ago
    Hi Chris,
    Have you looked at the "credit limit type"? https://community.dynamics.com/365/financeandoperations/b/alirazatechblog/posts/customer-credit-limit-in-dynamics-365-for-finance-and-operations

    ------------------------------
    Alexandra Cadet
    Camfil
    ------------------------------



If you've found this thread useful, dive deeper into User Group community content by role