The purpose of this page is to help you understand how to best manage customer and vendor credit.
2014-08-07 AM Credit Management and Partner Relation
Introduction
0:01:00 Credit is configured in the Business Partner window.
0:02:15 Credit Status field (Credit Hold, Credit OK, Credit Stop, Credit Watch, No Credit Check)
NOTE: I made a mistake. Credit Stop and No Credit Check are the values you completely control. Credit Hold is used by the system when the open balance exceeds the credit limit.
0:04:30 Credit Limit check (does it take open orders into consideration?)
0:06:30 Open Balance field - Determine if you want to keep a BP that is both a Customer and a Vendor as a 'single' BP or create two different records.
0:12:00 Example of creating both an AP and an AR balance on the same Business Partner.
0:16:00 Example of creating two different BPs for the same business entity - one as a customer and one as a vendor.
0:17:45 Question: can you start with BP's as both customer and vendor then separate into two BPs later?
0:20:00 Question: can you modify the system to manage AP and AR limits separately? can you manage credit balance at the Location?
0:21:15 Review credit check code at order, shipment, invoice
0:23:00 How to modify credit check code
0:28:00 Partner Relation Introduction
0:29:15 Create BPs and Partner Relation records
0:31:30 Create and Complete a Sales Order with Partner Relation BP as my Invoice Partner. Check Balances
0:35:30 Wine Distributor example using Partner Relation to support single Web Store order with 100's of ship to addresses.
0:36:45 Question: where does the sales Revenue credit go?
0:42:00 Relationship between Payment and Partner Relation Invoice
0:42:45 Down side to Partner Relation - all Invoices using Partner Relation BPs have Credit Limits that are managed at the Partner Relation BP (not the Ship To BP).
0:45:00 How to find all references to Partner Relation (code, views, DB procedures, application dictionary) (link)