- 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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