credit limit including unposted invoice

julkifli33

hi all
standard nav credit limit message will be shown (form 343) if balance (LCY) > Credit limit (LCY)
is there a way of setting that credit limit shown if balance (LCY) + unposted invoice (LCY) > credit limit (LCY)

sample :
credit limit 1000
balance 500

unposted invoice 1 = 400 (Credit limit will not shown)
unposted invoice 2 = 200 (Credit limit will shown because 500+400+200 > 1000)

any idea?

David_Singleton

My guess is that you are using Navision wrong, and should be using Sales Orders not Sales Invoices to achieve what you want. There is no real logic in including un-posted invoices in credit calculations.

julkifli33

David Singleton wrote:

My guess is that you are using Navision wrong, and should be using Sales Orders not Sales Invoices to achieve what you want. There is no real logic in including un-posted invoices in credit calculations.

is there any standard setting in nav to do that for sales order?

David_Singleton

julkifli33 wrote:

David Singleton wrote:

My guess is that you are using Navision wrong, and should be using Sales Orders not Sales Invoices to achieve what you want. There is no real logic in including un-posted invoices in credit calculations.

is there any standard setting in nav to do that for sales order?

Yes there are two options for credit, test them both, press F1 on the field post some examples and see how they work.