Reply To: Credit limit alerts

  • Lance brigham

    Member
    November 7, 2024 at 5:20 pm
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    Hi Larry,

    This use case was what Business Alerts was created for (Microsoft Dynamics GP>Tools>Setup>System>Business Alerts). Within Business Alerts, you would add RM00101 (RM Customer MSTR) and RM00103 (Customer Master Summary) joining the 2 tables together with CUSTNMBR and then set the condition to this formula: RM00103_T1.CUSTBLNC > ( 0.8 * RM00101_T2.CRLMTAMT )

    I haven’t used Business Alerts in awhile, but looks like this does support email using an O365 modern auth exchange account, but that would need tested. Also not sure how to limit this to just customers who’s credit limit type is set amount (if unlimited credit limit amount would be 0 so this formula would give a false positive). If you don’t have any customers with unlimited credit then this should work in all cases, but again you’d want to test this first.

    Another route could be either an SRS report with subscription (benefit here is you could run this manually at any time) or SQL job with email configured in DBMail to send an email that does this comparison. Both of these would be more complicated than Business Alerts, but offer more flexibility.

    Hope that helps at least provide a direction. Let me know if any questions.

    Thanks,

    Lance Brigham

    Principal Consultant

    Velosio

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