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 NVXCCLC Customer Credit Limit Check


Credit limit check for sales documents with documentation of the approver and time.
Current Version: 1.1.3.0 as of Business Central 14.

Manual


Creation date: 2024/04/20
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
    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...

Setup

  • App Setup
    In the User Setup window, the user can perform a credit limit check...

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
  • Posted Sales Invoice
  • Posted Sales Invoice List

Tasks

  • Working with the App

Appendix

  • Release Notes

Docs  /  NVXCCLC Customer Credit Limit Check  /  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.

Docs  /  NVXCCLC Customer Credit Limit Check  /  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.

Docs  /  NVXCCLC Customer Credit Limit Check  /  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.

Docs  /  NVXCCLC Customer Credit Limit Check  /  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.

Docs  /  NVXCCLC Customer Credit Limit Check  /  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.

Docs  /  NVXCCLC Customer Credit Limit Check  /  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.

Docs  /  NVXCCLC Customer Credit Limit Check  /  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.

Docs  /  NVXCCLC Customer Credit Limit Check  /  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.

Docs  /  NVXCCLC Customer Credit Limit Check  /  Extended Pages
Posted Sales Invoice

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

General, Fields
Credit Limit Check onSpecifies the date of the Credit Limit Check for this Posted Sales Invoice.
Credit Limit Check UserIDSpecifies the user who have done the Credit Limit Check for this Posted Sales Invoice.
For more information, see Working with the App.

Docs  /  NVXCCLC Customer Credit Limit Check  /  Extended Pages
Posted Sales Invoices

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

General, Fields
Credit Limit Check onSpecifies the date of the Credit Limit Check for this Posted Sales Invoice.
Credit Limit Check UserIDSpecifies the user who have done the Credit Limit Check for this Posted Sales Invoice.
For more information, see Working with the App.

Docs  /  NVXCCLC Customer Credit Limit Check  /  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.

Sales Order Credit Limit Check

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)

Issue Reminders

In the
  • Reminder Terms
    • you can specify a reminder level from which a customer should be blocked for shipments as soon as a reminder is issued for him. If a reminder is then issued for a customer, the customer will be blocked for at least shipments. This means if it was already blocked for invoices, the customer will not be updated.

    Docs  /  NVXCCLC Customer Credit Limit Check  /  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 1.1.4.0

      Corrections
    • Check of credit limit also at direct posting and not only at manual release.

    NVXCCLC 1.1.3.0

    as of Business Central 14
    2023/06/19

      Improvements
    • Block Customer for shipments if a specific reminder level is reached. Setup for reminder terms.

    NVXCCLC 1.1.2.0

    as of Business Central 14
    2022/11/21

      Improvements
    • Added "Credit limit check on" and "Credit limit check performed by" in the Posted Sales Invoice

    NVXCCLC 1.1.1.0

    as of Business Central 14
    2022/07/25

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

    NVXCCLC 1.1.0.0

    as of Business Central 14
    2022/06/03

      Initial Version
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