In the previous blog post I have explored Microsoft Dynamics AX – Customer Credit Limit Management – Sales Order Check (i), where creating sales order by 1000 USD for customer has no balance.
In this post I have posted a 250 USD as customer advanced collection which affect customer balance by (-250 USD)
Check same sales order balance will give the following results.
Open balance: -250 “Current customer balance from customer advanced collections, and open sales orders”
Current order: 1,000.00 “Current sales order amount”
New balance: 750.00
Credit limit: 0.00 “Non cash credit limit which assigned to customer”
Credit excess: 750.00 “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