*** Troubleshooting Steps (D365 App 7.2_VDI, USRT)
Steps to reproduce
1. Open Dyn 365, USRT company.
2. Set Balance+All in AR parameters:
AR/Setup/Accounts receivable parameters/Tab Credit rating:
- Credit limit type= Balance+All
- Check credit limit on sales order= Yes
- Message when exceeding credit limit= Error
Save and close the form.
3. Set up credit limit for Customer 1001:
Retail/Customers/All customers/select 1001/Edit/Tab Customer/Fast tab Credit and collections:
- Mandatory credit limit= Yes
- Credit limit= 0,00
Fast tab Payment defaults:
- Allow on account= Yes
4. Distribute changes to POS:
Retail and commerce/Retail IT/Distribution schedule/select job 9999 All jobs/Run now.
Retail and commerce/Inquiries and reports/Commerce Data Exchange/Download sessions/Refresh.
Check if the Status for all jobs is Applied.
5. Create Customer order in MPOS:
Open MPOS. Log in.
Start/Current transaction/add item 0113/customer 1001.
Orders/Create customer order.
Orders/Ship all/select Shipping method Standard/OK/requested ship date as today/OK.
Orders/Deposit override/New deposit amount add 0,00.
Click on amount 0,00.
Opens form 'Authorize remaining balance' asking to Select a payment method for the remaining balance=Cards. Click Cancel button:
Issue I:
Sales order in AX client created by RTS with no credit limit check. This is not OK. There should be an error message like ‘Credit limit exceeded Open balance…’ and order should not be created.
6. Check credit limit of Sales order in AX:
Go back to AX.
Retail/Customers/All sales orders/open the last one/Tab Manage/click Check credit limit:
Error message appears: Credit limit exceeded Open balance: 941.10 Current order: 99.99 New balance: 1,041.09 Credit limit: 0.00 Credit excess: 1,041.09. This is OK.
7. Post an invoice in AX:
From the same SO, Tab Invoice/Generate/Invoice/Quantity=All/OK.
Issue II:
The invoice is posted with no credit limit check. This is not OK. There should be an error message like ‘Credit limit exceeded Open balance…’ and invoice should not be posted.
*** Actual Result:
Issue I:
Sales order created in MPOS is not verified for credit limit check in AX. This is not OK.
Issue II:
The invoice is posted in AX with no credit limit check. This is not OK.
*** Expected result:
Issue I:
Sales order from MPOS should get an error message like ‘Credit limit exceeded Open balance…’ and order should not be created in AX.
Issue II:
The invoice in AX on posting should get an error message like ‘Credit limit exceeded Open balance…’ and invoice should not be posted.
Steps to reproduce
1. Open Dyn 365, USRT company.
2. Set Balance+All in AR parameters:
AR/Setup/Accounts receivable parameters/Tab Credit rating:
- Credit limit type= Balance+All
- Check credit limit on sales order= Yes
- Message when exceeding credit limit= Error
Save and close the form.
3. Set up credit limit for Customer 1001:
Retail/Customers/All customers/select 1001/Edit/Tab Customer/Fast tab Credit and collections:
- Mandatory credit limit= Yes
- Credit limit= 0,00
Fast tab Payment defaults:
- Allow on account= Yes
4. Distribute changes to POS:
Retail and commerce/Retail IT/Distribution schedule/select job 9999 All jobs/Run now.
Retail and commerce/Inquiries and reports/Commerce Data Exchange/Download sessions/Refresh.
Check if the Status for all jobs is Applied.
5. Create Customer order in MPOS:
Open MPOS. Log in.
Start/Current transaction/add item 0113/customer 1001.
Orders/Create customer order.
Orders/Ship all/select Shipping method Standard/OK/requested ship date as today/OK.
Orders/Deposit override/New deposit amount add 0,00.
Click on amount 0,00.
Opens form 'Authorize remaining balance' asking to Select a payment method for the remaining balance=Cards. Click Cancel button:
Issue I:
Sales order in AX client created by RTS with no credit limit check. This is not OK. There should be an error message like ‘Credit limit exceeded Open balance…’ and order should not be created.
6. Check credit limit of Sales order in AX:
Go back to AX.
Retail/Customers/All sales orders/open the last one/Tab Manage/click Check credit limit:
Error message appears: Credit limit exceeded Open balance: 941.10 Current order: 99.99 New balance: 1,041.09 Credit limit: 0.00 Credit excess: 1,041.09. This is OK.
7. Post an invoice in AX:
From the same SO, Tab Invoice/Generate/Invoice/Quantity=All/OK.
Issue II:
The invoice is posted with no credit limit check. This is not OK. There should be an error message like ‘Credit limit exceeded Open balance…’ and invoice should not be posted.
*** Actual Result:
Issue I:
Sales order created in MPOS is not verified for credit limit check in AX. This is not OK.
Issue II:
The invoice is posted in AX with no credit limit check. This is not OK.
*** Expected result:
Issue I:
Sales order from MPOS should get an error message like ‘Credit limit exceeded Open balance…’ and order should not be created in AX.
Issue II:
The invoice in AX on posting should get an error message like ‘Credit limit exceeded Open balance…’ and invoice should not be posted.