With this the configuration would be finished, then, within the credit and collections module, there is a periodic process, which based on the customer’s payment behaviour and other data, such as country, years established… will give us a classification, for this, you have to go to Credit and collections > Periodic tasks > Credit management > Update financials
After this process, which can be configured in batches, Dyn365FnO will have generated a score in the customer master, under the tab “Credit management > Risk score”:
Based on the configured score, Dyn365nO will place you in a risk classification group.
To calculate automatic credit limits, you have another process under “Credit and collections > Credit limit adjustments > Credit limit adjustments“.
This form works in a similar way to the accounting journals, with a header and lines, because until it is registered, the credit limit is not active.
From the lines, you can create credit limits and temporary credit limits, but what interests us in this case is to create the credit limits automatically, to do so, click on the button at the top “Generate > Automatic credit limits“.
This process will ask you to set an expiry date and if you wish to delete existing lines in the journal.
Here Dyn365FnO, based on what is configured in the “Credit and collections” part of the customers and how it behaves with the payments, will offer a new credit limit, which is editable, in case you want to modify it, once it is registered, the new credit limits will be activated.
To conclude the article, let’s remember that at the beginning, visual qualifiers were configured, which can be consulted in “Credit and collections > Credit management hold list > All credit holds”.
I hope you found this article useful, and that it will help you to manage your customer credit limits. See you in the next one!