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[Lance brigham]

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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

[David Musgrave MVP, GPUG All Star, Community Legend]

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Hi Larry

We could look at updating the free GPPT Form Control sample that adds a customer status to every window where customer number is shown to have a warning at 80%

https://winthropdc.wordpress.com/2024/10/13/gppt-form-control-adding-a-customer-status-virtual-field-everywhere-in-gp/

Regards

David

[Larry Carrethers]

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The example looks like it is giving me all customers with credit balances over there credit limit.

ex.

Customer Credit limit Credit limit balance

A 50000.00 81348.38

so what i’m looking for is if he credit limit balance is was 40000 so near the credit limit balance but not over

[David Musgrave MVP, GPUG All Star, Community Legend]

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Yes Larry. <div>

But we could update the example to have another colour when the credit limit is 80% used.

Regards

David

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[Larry Carrethers]

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They only want an email with the results

[David Musgrave MVP, GPUG All Star, Community Legend]

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You could set up sending emails with GP Power Tools running a query and returning the results via email.<div>

Or use the business alerts functionality.

Regards

David

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[Larry Carrethers]

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Yes, the business Alert functionality will work. I believe I have it now.

[Larry Carrethers]

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This is what I used in case anyone else runs into this issue

RM00101_T1.CRLMTTYP = 2 AND ( RM00103_T2.CUSTBLNC >=

( RM00101_T1.CRLMTAMT * 0.8 ) ) AND RM00103_T2.CUSTBLNC <=

(RM00101_T1.CRLMTAMT * 1 ) AND RM00101_T1.CRLMTAMT > 0