Microsoft Dynamics 365 for Finance and Operations

• None - There is no requirement for the credit limit check.

    If the Mandatory credit limit check box is selected on the Customers form and None is selected here, the credit limit is checked against the customer balance.

• Balance - The credit limit is checked against the customer balance.
• Balance + packing slip or product receipt - The credit limit is checked against the customer balance and deliveries.
• Balance + All - The credit limit is checked against the customer balance, deliveries, and open orders.

The following options are available:

• Error - When a customer exceeds a credit limit, an error message will be shown in the shopping cart, informing a customer that he or she must pay the outstanding invoices. A customer can also see the amount by which he or she exceeds the credit limit. A customer will not be able to place an order, until he or she pays the invoices, but it is possible to create a sales quotation. 

    If Error is selected, it will override the option selected in the Validate credit limits field in Sana Admin.

• Warning - When a customer exceeds a credit limit, a warning message will be shown in the shopping cart and on all checkout steps, informing a customer that he or she should either pay the outstanding invoices or full amount online through a payment gateway. The warning massage that is shown in the shopping cart and on all checkout steps and the way customers should pay the order depends on the option that is selected in the Validate credit limits field in Sana Admin. A warning does not block sales order creation unlike error, and a customer can place an order.

Enable this option to require validation of the customer's credit limit before posting a sales order or invoice.

    If None is selected in the Credit limit type field in the Accounts receivable parameters form, and this check box is selected, the credit limit is checked against the customer's balance.