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Finance Hold - Over Credit Limit

  • 1.  Finance Hold - Over Credit Limit

    Posted 7 days ago
    We currently have orders that are going on hold because new sales orders will create an "Over Credit Limit" situation.  The team is releasing these holds several times a day so that orders can be released.  Is there a way to turn off the functionality related to Over Credit Limit so that the accounts/orders do not go on hold?



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    Staci Wilson
    ITW Pro Brands
    Tucker GA
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  • 2.  RE: Finance Hold - Over Credit Limit

    TOP CONTRIBUTOR
    Posted 6 days ago
    The credit warnings are managed in Sales & Receivables Setup.  Base NAV does not automatically put orders on hold so that is probably an enhancement.   You may have some additional fields in Sales & Receivables Setup.




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    Lewis Rosenberg
    IT Manager
    Mars Fishcare
    Chalfont PA

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  • 3.  RE: Finance Hold - Over Credit Limit

    Posted 6 days ago
    Thanks Lewis - are these simply warnings OR do they control the hold status of the order?

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    Staci Wilson
    ITW Pro Brands
    Tucker GA
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  • 4.  RE: Finance Hold - Over Credit Limit

    TOP CONTRIBUTOR
    Posted 5 days ago
    ​Those settings only control warning messages in base NAV.  If you are not using approvals or workflows, then you definitely have a modifcation that is controlling sales order credit holds.

    ------------------------------
    Lewis Rosenberg
    IT Manager
    Mars Fishcare
    Chalfont PA

    -----------------------------------------------
    NAVUG Summit 2018 - Phoenix:
    -----------------------------------------------
    NEW86 - RapidStart - a Veritable Swiss Army Knife
    Wednesday, October 17th 2:30pm – 3:30pm

    NEW88 - Hot Topic: 25 Tips and Tricks for New-ish Users
    Thursday, October 18th 9:45am – 10:45 am

    NEW92 - All About Security
    Thursday, October 18th 1:15pm - 2:15pm 153
    -----------------------------------------------

    NAVUG Board of Advisors, Programming
    NAVUG Programming Committee
    NAVUG Membership Committee
    ------------------------------



  • 5.  RE: Finance Hold - Over Credit Limit

    Posted 6 days ago
    Hi,

    We have additional functionality which does exactly the same as what you're describing.

    For us, there is a credit held section of the customer card where we can set up a customer to be excluded altogether (snippet below of our system)

    Maybe you have something similar within the customer card?

    Hope that helps :)



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    Craig Whitlock
    IT Manager
    Carvers (Wolverhampton) Ltd
    Wolverhampton
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  • 6.  RE: Finance Hold - Over Credit Limit

    Posted 6 days ago
    Thanks! It doesn't appear that we any additional options on the customer card.

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    Staci Wilson
    ITW Pro Brands
    Tucker GA
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  • 7.  RE: Finance Hold - Over Credit Limit

    TOP CONTRIBUTOR
    Posted 6 days ago
    What version are you using? Do you know if you're using Workflows to control this?

    If so, you would need to disable to WorkFlow that's checking credit limits for approval.

    workflowcreditlimit

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    Alex Chow
    Dynamics NAV MVP
    AP Commerce Inc.
    Los Angeles CA
    Blog: www.dynamicsnavconsultant.com
    ------------------------------



  • 8.  RE: Finance Hold - Over Credit Limit

    Posted 6 days ago
    It sounds like workflow is being used if the order is on hold until approved. We addressed similar sceanrios as follows:
    - for new customers, default customer card creation is Payment Method = Credit Card (we use ChargeLogic which authorizes card before shipping) and Credit Limit is $20,000 (most new customers buy less than $20,000); if you do not have integrated credit card processing with NAV, then add a procedure to authorize card before Releasing the order.
    - For Past Due, we added an AR Grace Period field in the Customer table, which is checked when the workflow is calc'g Overdue customers during SO approval workflow

    Hope this gives some guidance.

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    Pratik Patel
    Symbex Companies
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  • 9.  RE: Finance Hold - Over Credit Limit

    Posted 6 days ago
    We are not using workflows.  Thanks!

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    Staci Wilson
    ITW Pro Brands
    Tucker GA
    ------------------------------



  • 10.  RE: Finance Hold - Over Credit Limit

    TOP CONTRIBUTOR
    Posted 5 days ago
    Staci,

    I do not have a suggestion for correcting the base behavior in NAV for a modification or potential workflow in place. There may be some opportunities to review the process in place for determining your credit limits, as that may be the true root cause of this behavior.

    If a Customer should be able to have Payments due to the company of $10K, have terms of Net 30 and consistently order up to $10K per month, the credit limit for the Customer should be at least $20K. If they are typically paying in 45 days in stead of 30, you may need to increase their limit to $30K.

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    Amanda Mayer
    New View Strategies
    Milwaukee WI
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