D365 Credit Management Question

  • D365 Credit Management Question

    Posted by lholmes@hamamatsu.com on July 30, 2021 at 2:25 pm
    • Lori Holmes

      Member

      July 30, 2021 at 2:25 PM

      Hi everyone…we are in the process of implementing D365 F&O.Ā  During testing, we are finding that non-USD Sales Orders which are over credit limit are not showing up on any of the credit management reports.Ā  We only see USD Sales Orders in the credit management hold reports – even though non-USD Sales Orders show they are over credit limit in the Sales Order themselves.Ā  We believe we have the currency setups correctly but maybe we are missing something.Ā  Below (and attached) are screen shots of our credit limit Sales Order error and currency setups.Ā  Thank you.



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      Lori Holmes
      Hamamatsu Corporation
      Bridgewater, NJ
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    • Mara Taylor

      Member

      August 18, 2021 at 6:39 PM

      HI Lori,Ā 

      We had our Canadian orders show up in the Open Credit hold reports but they were showing up in US Currencies..I think our “IT King” did something to make it show up in Canadian Currency and then i added the currency collumn and it now shows up in the right currency

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      Mara Taylor
      Credit Manager
      Kent Water Sports Holdings, LLC
      Snoqualmie WA
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    lholmes@hamamatsu.com replied 4 years, 11 months ago 1 Member · 0 Replies
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