DynamicAccounting.netYou, Me, and Dynamics GP

2015-08-17 · 2015

Weekly Dynamic: Credit Limit

Payables & ReceivablesTips & Hidden Features

Archived post from 2015. Dynamics GP and the links it points to have changed since; check current documentation before relying on version-specific steps.

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In GP when you set a credit limit on a customer there is an expansion button (blue arrow) next to the amount. Clicking this gives you more options. You can control credit limits based on a total or provided additional limits based on outstanding amounts.

For example, you could set this to a hard limit of $10,000 or a limit of $3,000 over 90 days. Hitting either one will trigger the credit limit warning.