{"id":2233,"date":"2021-10-27T20:21:50","date_gmt":"2021-10-27T20:21:50","guid":{"rendered":"https:\/\/cssi.com\/gp\/?p=2233"},"modified":"2022-10-31T20:01:29","modified_gmt":"2022-10-31T20:01:29","slug":"visual-indicator-over-credit-limit","status":"publish","type":"post","link":"https:\/\/cssi.com\/gp\/2021\/10\/27\/visual-indicator-over-credit-limit\/","title":{"rendered":"How to Set a Visual Indicator for Customer Over Credit Limit"},"content":{"rendered":"\n<p>Do you have credit limits set up for your customers in GP? If so, you can easily see if a customer is over their credit limit by enabling the display icon. This feature was added in GP 2015 R2.<br>To set up this feature go to Microsoft Dynamics GP &gt; Tools &gt; Setup &gt; Sales &gt; Receivables and go to the Options section and select the checkboxes for Display Over Credit Icon and Warn if Customer Over Credit.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"210\" height=\"72\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/10\/1-1.png?lossy=2&strip=1&webp=1\" alt=\"display over credit icon\" class=\"wp-image-2235 lazyload\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/10\/1-1.png?lossy=2&strip=1&webp=1 210w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/10\/1-1-192x66.png?lossy=2&strip=1&webp=1 192w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/10\/1-1-120x41.png?lossy=2&strip=1&webp=1 120w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 210px; --smush-placeholder-aspect-ratio: 210\/72;\" data-original-sizes=\"(max-width: 210px) 100vw, 210px\" \/><\/figure>\n\n\n\n<p>You can also require a password to allow the credit limit to be overridden. The setup for that is at Microsoft Dynamics GP &gt; Tools &gt; Setup &gt; Sales &gt; Receivables.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"310\" height=\"58\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/10\/1-2.png?lossy=2&strip=1&webp=1\" alt=\"exceed credit limit\" class=\"wp-image-2236 lazyload\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/10\/1-2.png?lossy=2&strip=1&webp=1 310w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/10\/1-2-300x56.png?lossy=2&strip=1&webp=1 300w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/10\/1-2-192x36.png?lossy=2&strip=1&webp=1 192w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/10\/1-2-120x22.png?lossy=2&strip=1&webp=1 120w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 310px; --smush-placeholder-aspect-ratio: 310\/58;\" data-original-sizes=\"(max-width: 310px) 100vw, 310px\" \/><\/figure>\n\n\n\n<p>The Over Credit Limit icon is displayed on the various customer related GP windows whenever a customer is over their credit limit.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/10\/1-3.png?lossy=2&strip=1&webp=1\" alt=\"customer maintenance\" class=\"wp-image-2237 lazyload\" width=\"565\" height=\"261\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/10\/1-3.png?lossy=2&strip=1&webp=1 565w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/10\/1-3-300x139.png?lossy=2&strip=1&webp=1 300w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/10\/1-3-173x80.png?lossy=2&strip=1&webp=1 173w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/10\/1-3-120x55.png?lossy=2&strip=1&webp=1 120w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/10\/1-3.png?size=512x237&lossy=2&strip=1&webp=1 512w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 565px; --smush-placeholder-aspect-ratio: 565\/261;\" data-original-sizes=\"(max-width: 565px) 100vw, 565px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"543\" height=\"287\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/10\/1-4.png?lossy=2&strip=1&webp=1\" alt=\"visual indicator customer over credit limit\" class=\"wp-image-2238 lazyload\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/10\/1-4.png?lossy=2&strip=1&webp=1 543w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/10\/1-4-300x159.png?lossy=2&strip=1&webp=1 300w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/10\/1-4-151x80.png?lossy=2&strip=1&webp=1 151w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/10\/1-4-120x63.png?lossy=2&strip=1&webp=1 120w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 543px; --smush-placeholder-aspect-ratio: 543\/287;\" data-original-sizes=\"(max-width: 543px) 100vw, 543px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"571\" height=\"314\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/10\/1-5.png?lossy=2&strip=1&webp=1\" alt=\"on hold warning\" class=\"wp-image-2239 lazyload\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/10\/1-5.png?lossy=2&strip=1&webp=1 571w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/10\/1-5-300x165.png?lossy=2&strip=1&webp=1 300w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/10\/1-5-145x80.png?lossy=2&strip=1&webp=1 145w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/10\/1-5-120x66.png?lossy=2&strip=1&webp=1 120w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/10\/1-5.png?size=512x282&lossy=2&strip=1&webp=1 512w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 571px; --smush-placeholder-aspect-ratio: 571\/314;\" data-original-sizes=\"(max-width: 571px) 100vw, 571px\" \/><\/figure>\n\n\n\n<p>By the way, there\u2019s a built-in SmartList that lists all customers over their credit limit.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"645\" height=\"443\" data-src=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/10\/1-6.png?lossy=2&strip=1&webp=1\" alt=\"customers over credit limit\" class=\"wp-image-2234 lazyload\" data-srcset=\"https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/10\/1-6.png?lossy=2&strip=1&webp=1 645w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/10\/1-6-300x206.png?lossy=2&strip=1&webp=1 300w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/10\/1-6-116x80.png?lossy=2&strip=1&webp=1 116w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/10\/1-6-120x82.png?lossy=2&strip=1&webp=1 120w, https:\/\/b3387384.smushcdn.com\/3387384\/wp-content\/uploads\/sites\/2\/2021\/10\/1-6.png?size=512x352&lossy=2&strip=1&webp=1 512w\" data-sizes=\"auto\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 645px; --smush-placeholder-aspect-ratio: 645\/443;\" data-original-sizes=\"(max-width: 645px) 100vw, 645px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Do you have credit limits set up for your customers in GP? If so, you can easily see if a customer is over their credit limit by enabling the display icon. This feature was added in GP 2015 R2.To set up this feature go to Microsoft Dynamics GP &gt; Tools.<\/p>\n","protected":false},"author":4,"featured_media":2388,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[8],"tags":[283,284,285,39],"class_list":["post-2233","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","tag-credit-limit","tag-credit-warning","tag-customer-credit","tag-gp"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Set a Visual Indicator for Customer Over Credit Limit<\/title>\n<meta name=\"description\" content=\"In GP you can easily see if a customer is over their credit limit by enabling the display icon. Here is how.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cssi.com\/gp\/2021\/10\/27\/visual-indicator-over-credit-limit\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Set a Visual Indicator for Customer Over Credit Limit\" \/>\n<meta property=\"og:description\" content=\"In GP you can easily see if a customer is over their credit limit by enabling the display icon. 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