February 21st, 2013 by Mohamed Aamer

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

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