Unlimited credit limit
An unlimited credit limit is a setting that removes the system-enforced threshold on a customer’s account balance. It should be used sparingly, reserved only for the most trusted, long-term strategic partners.
When should you assign an unlimited credit limit in D365?
Assigning an unlimited credit limit to a customer is a significant commercial decision that essentially removes your D365 "guardrail" for that account, and it should only ever be used for your most trusted, long-term strategic partners where the financial risk is fully understood and accounted for, as any error in judgment can lead to massive, unrecoverable bad debt.
If you have assigned this setting to customers without a formal management approval process, you are running an unacceptable level of financial risk. We help you design the approval workflows and the "credit review" processes that ensure this setting is only ever used when justified, keeping your accounts receivable safe and your financial exposure under total control.
Maintaining secure financial management demands dedicated, proactive technology management. Engaging an experienced technical team under a professional support contract guarantees that your credit policies remain fully performant.
Project off track?
Who are we?
We're DeliveredSoft, an Microsoft Dynamics 365 Partner based in Europe. With experts in Poland, Denmark and Spain, we build custom solutions using Microsoft Dynamics 365 for clients across a range of industries.