Mastering Sales Credit Limits in Dynamics 365 Business Central

Dynamics 365 Business Central

Dynamics 365 Business Central offers robust credit limit functionality to help optimize sales processes.
Features include setting individual credit limits, monitoring balances, receiving warnings for limit exceedance, and implementing manual review processes.
To set up customer credit limits, navigate to the Customer Card and enter the desired amount in the "Credit Limit" field.
Monitoring credit limits and balances is facilitated through FactBoxes like Customer Statistics and Customer Details.
Business Central calculates available credit by subtracting total balance from the credit limit.
Credit limit warnings can be configured for customer credit limit exceedance and overdue balances.
Customer transactions over credit limits can be restricted manually or through the credit limit approval workflow.
Benefits of credit limit management in Business Central include informed decision-making, risk minimization, streamlined processes, and real-time visibility into customer credit standings.

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