About credit limit types in Accounts receivable parameters [AX 2012]

Updated: April 1, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

You can use credit limits to make sure that customer credits are not exceeded on sales orders. The following table lists the values in the Credit limit type field in the Accounts receivable parameters form.

None

There is no requirement for the credit limit check.

NoteNote

If Mandatory credit limit is selected on the Customers table, and None is selected here, the credit limit is checked against the customer balance.

Balance

The credit limit is checked against the customer balance.

Balance + packing slip or product receipt

The credit limit is checked against the customer balance and deliveries.

Balance+All

The credit limit is checked against the customer balance, deliveries, and open orders.

On the Credit and collections FastTab of the Customers form, select Mandatory credit limit. In the Credit limit field, enter a value that is larger than zero and must be used as the credit limit amount. Credit checks are now performed when the sales order information is processed.

NoteNote

Click the Edit button on the Customer tab to obtain access to the fields on the Credit and collections FastTab.


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