Dynamics GP 2015 R2 Visual Indicator for Customer Over Credit Limit

By Tracey BrinkmanMicrosoft Dynamics GP, Receivables Management, Sales, SmartList, , With 2 comments

Dynamics GP 2015 R2 Visual Indicator for Customer Over Credit Limit

Reminder:  Dynamics GP 2010 is no longer a supported version. There will be no Year End Update and no further tax table updates for this version.

For those of you who are still waiting to schedule your upgrade to Dynamics GP 2015 R2, I will review another feature.

Dynamics GP 2015 R2 Visual Indicator for Customer Over Credit Limit

There are two optional features available with Dynamics GP 2015 R2 that will help notify your staff that a customer is over their Credit Limit.

Go to Sales >> Setup >> Receivables to open Receivables Management Setup.

Mark the box: Display Over Credit Icon to have the system show you a visual icon when you select a customer that has gone over their Credit Limit.

Display Over Credit Icon

Here is an example of a customer (AARONFIT0001 – Aaron Fitz Electrical) that has gone over the specified credit limit. Note the Warning icon when you look at their Customer Maintenance Card.

Customer Maintenance Warning Icon

Customer Maintenance setting for Credit Limit

Customer Maintenance Credit Limit

You will see the same warning icon when you select the customer in Inquiry

Receivables Transaction Inquiry Warning Icon

You will also see the warning icon when you run a SmartList for your Customers:

SmartList Credit Limit Warning Icon

SmartList Credit Limit Warning Icon

Mark the box: Warn If Customer Over Credit to have the system give you a warning screen when creating a transaction for a Customer that has gone over their Credit Limit.

Warn If Customer Over Credit

Once you mark this box, if you have a customer that is over their credit limit, you will see a warning screen when you try to enter a new transaction for this customer.

This customer has exceeded their credit limit.

This customer has exceeded their credit limit.

If you are a customer of iSolutions Partners, and would like to schedule an upgrade, or have questions regarding any of the new features, please send an email to: support@isolutionspartners.com .

 If you’re not ready to upgrade yet but thinking possibly 2016 will be your time to upgrade,

See my previous blog where I list Microsoft Dynamics GP 2016 Features and Roadmap.

(Scheduled to release in the spring of 2016)

http://www.isolutionspartners.com/microsoft-dynamics-gp-2016-features-and-roadmap/