SOP Credit Limit Alert

SOP: Credit Limit Alert

Credit Limit Alert sets the background color of the Customer Number field to red when the Customer is above their credit limit.

Setup

Navigation: Tools >> Setup >> Company >> Setup GP PowerPack

Mark the box next to TWK-SOP: Credit Limit Alert, then click DONE.

The feature will be enabled for the current user. Other users must restart their Dynamics GP client to enable this feature.

Using Credit Limit Alert

The Customer Number field will be red for existing documents, and when creating a new document, if the Customer is above their credit limit.