Customer Credit Management Area

eparty

Hello,

I am trying to extract customer credit management data (i.e. credit limit, last payment amount, when the limit was exceeded last, etc) from Navision but do not know where to find it. Does anyone know if this information is maintained in Navision and if yes, in which area - AR, Distribution, etc?

Thank you in advance!
Martin[/b]

Alex_Chow

Nope, Navision doesn't keep that information. Everything is calculated instantly in real time when you need the information (thus is the power of Navision ).

Anywho, the tables you need in order to get the information you're looking for is the Customer table and the Customer Ledger Entry table.

idiot

We have a customized table just for the purpose you mentioned.

Savatage

what do you mean extract? you want a report?

diptish.naskar

Hi Haary,

I don't think there is any such feature to store the information as when the credit limit was exceeded by the a customer.

Alex_Chow

diptish.naskar wrote:

Hi Haary,

I don't think there is any such feature to store the information as when the credit limit was exceeded by the a customer.

Yes there is. you CALCFIELDS("Balance (LCY)") and compare it with the credit limit.

idiot

I think the criteria is when.
We have a custom table just for this purpose due to the credit control dept requiring this info as gauge to grant more credit if a request was raised.
They need to know the frequency, the order & the amount for the breach.

diptish.naskar

Alex Chow wrote:

diptish.naskar wrote:

Hi Haary,

I don't think there is any such feature to store the information as when the credit limit was exceeded by the a customer.

Yes there is. you CALCFIELDS("Balance (LCY)") and compare it with the credit limit.

Hi Alex,

I don't think that CALCFIELDS("Balance (LCY)") and comparing the same with the credit limit can tell me when the customer has exceeded the credit limit.

I think, customization is the only way to know when the cutomer has exceeded the credit limit.

Alex_Chow

Set your date filter and use the Net Change (LCY) looping through the date. This will give you within the date period specified, whether the customer was over limit.