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Thursday, June 25, 2015

GP 2015 R2 Feature List - Over Credit Limit Visual Indication

Another nice and simple feature in Dynamics GP 2015 R2 is the ability to warn the end-user that a specific customer has exceeded the credit limit, the warning could be a message box or a warning icon next to the customer number as a visual icon. 

To activate this feature, Go to Microsoft Dynamics GP > Tools > Setup > Sales > Receivables.
Now on this window, there are two check boxes added for both message box warning and visual icon warning, as shown below.
Receivable Setup - Over Credit Limit Options
Checking the "Warn if Customer Over Credit" option, will activate a warning message box which will pop up once a credit limit is passed, as shown below:
Over Credit Limit Warning Message
Additionally, checking the other option "Display Over Credit Icon" will show a warning icon next to the customer number field indicating that the customer has exceeded the credit limit.

Display Credit Limit Icon

As mentioned by the Microsoft support and service blog, this is available for a wide range of windows which are:
  • Customer Maintenance Window
  • Customer Inquiry
  • Sales Transaction Entry
  • Sales Transaction Inquiry Zoom
  • Purchase Order Entry - drop shop
  • Receivable Transaction Inquiry, Customer
  • Cash Receipts Entry
  • Invoice Entry
  • Invoice Inquiry Zoom
  • Project Accounting
    • Click on Billing
    • Click on Contracts
    • Click on Projects
    • Navigation Lists
  •  Field Service
    • Contract Transactions
    • Equipment 
    • In-Transit Transfer 
    • RMA Transaction
    • Service Call Transactions
    • Navigation Lists
Best Regards,
Mahmoud M. AlSaadi

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