Adding Credit Limits To Customers In Dynamics GP

Adding Credit Limits To Customers In Dynamics GP

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Article ID: KB0079023

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Updated On: 03-19-2019

Products Versions
TIBCO Cloud Integration - Connect ( Scribe ) -

Description

Currently the TIBCO Scribe Online Connector for Dynamics GP does not support the ability to set a customer credit limit. Unfortunately this prevents the ability to add Sales Orders using customers entered with the Connector, unless the credit limit is manually changed. There is a way to assign a Customer Class to a customer and have the web services default the class settings, including credit limit.

In the Web Service security console, on the GP server, there is an option under the Create Customer Policy called Customer Class Defaulting Behavior. This setting is used to determine whether or not the customer class is used to assign other values, based on class settings. By default this option is set to Do Not Use Customer Class, but can be set to Use Customer Class. If you set this value, then you must pass a ClassKey_Id.

In Dynamics GP you can set the class settings in Customer Class Setup. There are many settings here, including the Credit Limit. You may create a new Class ID with the desired settings or modify an existing Class ID. Since the Customer Create operation occurs before any addresses are assigned, it is recommended that you do not assign values to the Shipping Method or Tax Schedule ID as these are dependent on an address being assigned. Once you have your desired class setup you can assign the ClassKey_Id in the Dynamics GP Connector and the default values are assigned. If you have a specific class that you would always like used as the default class you may specify this in the Dynamics Security Console by setting the Create With Default Class Behavior to Specify Default Class and setting the parameters.

Issue/Introduction

Workaround for setting a customer credit limit in Dynamics GP.

Resolution

The workaround to assign a customer credit limit is:
  1. Create/Modify a class that has no ties to addresses (i.e. No Shipping Method or Tax Schedule Id)
  2. Set the Customer Create method in the DynamicsSecurityConsole to Use Customer Class.
  3. Assign the customer class from step 1 either:
    • In a Dynamics GP connector map
    • As the Default Class in the Security Console