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 NVXCCLC Customer Credit Limit Check


Credit limit check for sales documents with documentation of the approver and time.
Current Version: NVXCCLC 1.1.1.0 as of Business Central 14.0.

Manual


Creation Date: 2022/08/09
The current version of this manual can be found at:

https://www.navax.app/help.php?AppID=NVXCCLC&L=en


☰ Contents



General

  • Customer Credit Limit Check

Setup

  • App Setup

Extended Pages

  • Customer Card
  • Sales Order
  • Activities in the Account Manager role
  • Activities in the Accountant role
  • Activities in the Sales Order Processor role
  • Sales Orders - Credit Limit Check

Tasks

  • Working with the App

Appendix

  • Release Notes

General,
General

By default, only one credit limit warning can be enabled in Business Central and accordingly the user is only warned when the credit limit is exceeded. Subsequently, a sales order can still be released, delivered and invoiced. With this app, sales orders where the customer's credit limit has been exceeded are marked as to be checked and then have to be released in a release process by authorized persons.

Setup,
App Setup

In the User Setup window, the user can perform a credit limit check. When the Credit Limit Check Processing field is selected.

General, Fields

Credit Limit Check ProcessingSpecifies if the User have the Permission to do a Credit Limit Check.
For more information, see Working with the App.

Extended Pages,
Customer Card

Following Fields have been added by the App Customer Credit Limit Check:

General, Fields

Credit Limit InsuredSpecifies if the Credit Limit is insured.
For more information, see Working with the App.

Extended Pages,
Sales Order

Following Fields and Buttons have been added by the App Customer Credit Limit Check:

General, Fields

Credit Limit to CheckSpecifies if the Credit Limit Check is necessary for this Order.
Credit Limit Check DoneSpecifies if the Credit Limit Check is done for this Order.
Credit Limit Check onSpecifies the date of the Credit Limit Check for this Sales Order.
Credit Limit Check UserIDSpecifies the user who have done the Credit Limit Check for this Sales Order.

Actions

  • Credit Limit Checked

    You confirm that you have checked the Credit Limit of this Order, your User-ID and Date of this confirmation will be recorded.
For more information, see Working with the App.

Extended Pages,
Activities in the Account Manager role

Following Fields have been added by the App Customer Credit Limit Check in the Account Manager role on the start page:

Activities, Fields

Sales Orders - Credit Limit CheckSpecifies the number of sales orders where the Credit Limit Check has to be done.
For more information, see Working with the App.

Extended Pages,
Activities in the Accountant role

Following Fields have been added by the App Customer Credit Limit Check in the Accountant role on the start page:

Activities, Fields

Sales Orders - Credit Limit CheckSpecifies the number of sales orders where the Credit Limit Check has to be done.
For more information, see Working with the App.

Extended Pages,
Activities in the Sales Order Processor role

Following Fields have been added by the App Customer Credit Limit Check in the Sales Order Processor role on the start page:

Activities, Fields

Sales Orders - Credit Limit CheckSpecifies the number of sales orders where the Credit Limit Check has to be done.
For more information, see Working with the App.

Extended Pages,
Sales Orders - Credit Limit Check

Following Fields and Buttons have been added by the App Customer Credit Limit Check:

General, Fields

Credit Limit to CheckSpecifes the Credit Limit Check of the Sales Orders.

Actions

  • Credit Limit Checked

    You confirm that you have checked the Credit Limit of this Order, your User-ID and Date of this confirmation will be recorded.
  • Check Credit Limit again

    Check Credit Limit again
For more information, see Working with the App.

Tasks,
Working with the App

Sales Order

If the credit limit is exceeded, the Sales Order page will be marked as "to be checked". For this purpose, a new checkbox Credit Limit to Check to check (boolean) is implemented in the order. If the indicator is set, the order cannot be released. This means that no deliveries or invoices can be created. Stack: A new stack Sales Orders - Credit Limit Check is implemented in the overview, which lists all orders "to be checked".

Release

The release process takes place via the Accountant role, whereby the date and the user are logged. The users receive the right for release in the User Setup. The User Setup is extended by a checkbox Credit Limit Check Processing. If a user has this right, he can release orders that are to be checked. For this purpose, a new button Credit Limit Checked is provided on the Sales Order page. Furthermore, when the credit limit is released, the date on which the release takes place is saved.

Solution description

After entering the incoming invoices, this report should use the Check Credit Limit again button on the page of all Sales Orders that are available for the credit limit check to check whether the credit limit has changed. There are two options: the credit limit is exceeded and remains in the stack of sell orders - credit limit check and requires manual approval the credit limit amount from the Credit Limit (LCD) field has been covered by one or more incoming invoices If the credit limit has been covered, the action credit limit checked is automatically performed on the sell order. To start the report there should be the options, manually via a menu item and in an automatic job in the task queue. The automatic job runs e.g. daily in the evening (midnight). (can be set up)

Appendix,
Release Notes

Would you like to know what has changed in the extension?
Below you'll find an overview of the new features and changes made in the updates. Build-Overview in DevOps

NVXCCLC 1.1.1.0

Business Central 14.0

    Improvements

  • Added compatibility for the Business Central Spring 2019 (v14) version

NVXCCLC 1.1.0.0

Business Central 14.0

    Initial Version

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