Tip of the Day: In Microsoft D365 Finance and Supply Change (D365 F&SC) Credit and Collections, it can be tricky to figure out what logic is used when looking at the customer’s credit.
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What are Customer Credit Groups and how are they used?
If you have a group of customers that share a Credit limit, setup a Customer credit group and add each of the customers to the group (a customer can only be in 1 Customer credit group). One of the beautiful things about the Customer credit group is that it can span legal entities. So, if you have multiple D365 F&SC legal entities, the customers in the other companies can all share the Credit limit that’s setup for the Customer credit group.
Note: For Customer credit groups to be used in the credit logic, Check customer credit group credit limit must be set to Yes in Credit and collections management parameters.
To access Customer credit groups, go to Credit and collections > Customers > Customer credit groups.
What logic is used when looking at the customer’s credit limit?
Since there’s a credit limit on the Customer credit group and the Customer record, it’s important to understand the logic of the hierarchy. Here’s the logic. . .
1) First, the system checks to see if the customer belongs to a Customer credit group, if the customer is in a Customer credit group, then the Credit limit setup on the Customer credit group is used.
If the customer is in a Customer credit group, and there is enough credit in the group, then, the individual customer’s Temporary credit limit including Insurance and guarantees is used.
If the customer does not have a Temporary credit limit, then the customer’s Credit limit including Insurance and guarantees is used.
For example, if the Customer credit group has s credit limit of $1M and the total sum of all the open Sales Orders for the group is $500K, that means there’s enough credit for the Customer credit group. Then the system looks at the customer. If the customer’s Temporary credit limit or Credit limit is $100K and the Sales Order is for $110K, the system knows that there’s not enough credit and will put the Sales Order on hold.
2) Second, if the customer is not in a Customer credit group, the individual customer’s Temporary Credit Limit including Insurance and guarantees is used.
3) Third, if the customer is not in a Customer credit group and if the customer does not have a Temporary Credit Limit, then the customer’s Credit limit including Insurance and guarantees is used.
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