In the previous blog post I have explored Microsoft Dynamics AX – Customer Credit Limit Management – Sales Order Check (iii), where creating sales order by 1000 USD for customer has -250 USD as advanced collection, and 150 USD as a credit limit that means he has 400 USD in balance.
In this post I have create another new sales order by 1000 USD, hereunder the credit limit result
Open balance: 750 “Current customer balance from customer advanced collections, and open sales orders”
Current order: 1,000.00 “Current sales order amount”
New balance: 1750.00
Credit limit: 150 “Non cash credit limit which assigned to customer”
Credit excess: 1600.00 “Amount exceeded from customer balance”
Open balance = – customer advanced collection + open sales order amount
New balance = Open balance + Current order
Credit excess = New balance – credit limit
User Group: Dynamics Arabia