Dynamics GP 2015 R2 makes it much easier for users to know when they are dealing with customers who are over their credit limit. You will find two new checkboxes to select that will allow you to flag those customers who are over their credit limit – Display Over Credit Icon and Warn If Customer Is Over Credit.
Here’s how to enable the cues:
The Display Over Credit Icon will give a visual cue if the customer is over their credit limit.
The Warn If Customer Is Over Credit option results in a warning message when the customer is over their credit limit.
These new options interact with the following Dynamics GP windows:
- Customer Maintenance
- Customer Inquiry
- Sales Transaction Entry
- Sales Transaction Inquiry Zoom
- Purchase Order Entry – drop ship
- Receivables Transaction Inquiry – Customer
- Cash Receipts Entry
- Invoice Entry
- Invoice Inquiry Zoom
- Project Accounting
I think this is a great new Dynamics GP feature and hope that you find it useful.