Hello,
I have a scenario with the Customer Credit checking feature in Dynamics SL 2015 that I explained below.
- Created a new Customer ( say ID 9999)
- Set Customer’s credit limit as $1000 and the Credit Check as “Credit Limit Only”
- Created a new Payment terms (say 99) in Shared information module. Turned Off the option “include in credit check balance”
- Created a Sales order for the Customer Id 9999 for $10000 with the payment terms 99 selected in the billing information tab
- Released the Sales Order
- The order is on “Credit Hold” now
- The Available Credit limit is -9000 in the Customer maintenance. This means the order amount $10,000 is considered for the Credit balance calculation
Not sure about the reason why the system is considering the Order amount $10000 for the Credit check calculation though I setup the payment terms as "not to include" and I've used the same terms in the Sales Order.
Is there any other setup? Appreciate your reply.
Thanks
Sivaram.C.S