Page "Check Credit Limit"

ID 343

Namespace: Microsoft.Sales.Customer

Source table: Table Microsoft.Sales.Customer.Customer

Displays a confirmation dialog when customer credit limits or overdue balances are exceeded.

Properties

Name	Value
Caption	Check Credit Limit
DataCaptionExpression	''
DeleteAllowed	False
Editable	True
InsertAllowed	False
InstructionalText	An action is requested regarding the Credit Limit check.
LinksAllowed	False
ModifyAllowed	False
PageType	ConfirmationDialog
SourceTable	Table Microsoft.Sales.Customer.Customer

Methods

SalesHeaderShowWarning

Checks if a credit limit warning should be shown for a sales header.

procedure SalesHeaderShowWarning(SalesHeader: Record "Sales Header"): Boolean

Parameters

Name	Type	Description
SalesHeader	Table Microsoft.Sales.Document."Sales Header"	The sales header to check.

Returns

Type	Description
Boolean	True if a warning should be shown, otherwise false.

SalesHeaderShowWarningAndGetCause

Checks if a credit limit warning should be shown for a sales header and returns the notification cause.

procedure SalesHeaderShowWarningAndGetCause(SalesHeader: Record "Sales Header"; var NotificationContextGuidOut: Guid): Boolean

Parameters

Name	Type	Description
SalesHeader	Table Microsoft.Sales.Document."Sales Header"	The sales header to check.
NotificationContextGuidOut	Guid	Returns the GUID identifying the notification cause.

Returns

Type	Description
Boolean	True if a warning should be shown, otherwise false.

SalesLineShowWarning

Checks if a credit limit warning should be shown for a sales line.

procedure SalesLineShowWarning(SalesLine: Record "Sales Line"): Boolean

Parameters

Name	Type	Description
SalesLine	Table Microsoft.Sales.Document."Sales Line"	The sales line to check.

Returns

Type	Description
Boolean	True if a warning should be shown, otherwise false.

ShowWarning

Evaluates credit limit and overdue balance and determines if a warning should be displayed.

procedure ShowWarning(NewCustNo: Code[20]; NewOrderAmountLCY2: Decimal; OldOrderAmountLCY2: Decimal; CheckOverDueBalance: Boolean): Boolean

Parameters

Name	Type	Description
NewCustNo	Code[20]	The customer number to check.
NewOrderAmountLCY2	Decimal	The new order amount in local currency.
OldOrderAmountLCY2	Decimal	The old order amount in local currency.
CheckOverDueBalance	Boolean	Indicates whether to also check the overdue balance.

Returns

Type	Description
Boolean	True if a warning should be shown, otherwise false.

SetHideMessageVisible

Sets the visibility of the hide message checkbox.

procedure SetHideMessageVisible(HideMsgVisible: Boolean)

Parameters

Name	Type	Description
HideMsgVisible	Boolean	True to show the hide message checkbox, otherwise false.

SetHideMessage

Sets the hide message state for the credit limit dialog.

procedure SetHideMessage(HideMsg: Boolean)

Parameters

Name	Type	Description
HideMsg	Boolean	True to hide future messages, otherwise false.

GetHideMessage

Gets whether the user has opted to hide the credit limit message.

procedure GetHideMessage(): Boolean

Returns

Type	Description
Boolean	True if the user chose to hide the message, otherwise false.

GetHeading

Gets the primary heading text for the credit limit notification.

procedure GetHeading(): Text[250]

Returns

Type	Description
Text[250]	The heading text for the notification.

GetSecondHeading

Gets the secondary heading text for the overdue balance notification.

procedure GetSecondHeading(): Text[250]

Returns

Type	Description
Text[250]	The secondary heading text for the notification.

GetNotificationId

Gets the notification identifier for the current credit limit or overdue balance warning.

procedure GetNotificationId(): Guid

Returns

Type	Description
Guid	The GUID identifier for the notification.

PopulateDataOnNotification

Populates the credit limit notification with data from the current customer record.

procedure PopulateDataOnNotification(CreditLimitNotification: Notification)

Parameters

Name	Type	Description
CreditLimitNotification	Notification	The notification object to populate with data.

Events

OnBeforeCalcTotalOutstandingAmt

Raised before calculating the total outstanding amount for the customer.

[IntegrationEvent(False,False)]
local procedure OnBeforeCalcTotalOutstandingAmt(var Customer: Record Customer; var IsHandled: Boolean; var Result: Decimal)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
IsHandled	Boolean	Set to true to skip the default calculation.
Result	Decimal	Set to the result to override the calculation.

OnBeforeCalcCreditLimitLCY

Raised before calculating the credit limit amounts in local currency.

[IntegrationEvent(True,False)]
local procedure OnBeforeCalcCreditLimitLCY(var Customer: Record Customer; var OutstandingRetOrdersLCY: Decimal; var RcdNotInvdRetOrdersLCY: Decimal; var NewOrderAmountLCY: Decimal; var OrderAmountTotalLCY: Decimal; var OrderAmountThisOrderLCY: Decimal; var ShippedRetRcdNotIndLCY: Decimal; var CustCreditAmountLCY: Decimal; var CustNo: Code[20]; var ExtensionAmountsDic: Dictionary of [Guid, Decimal]; var IsHandled: Boolean; DeltaAmount: Decimal; var CustomerRec: Record Customer)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
OutstandingRetOrdersLCY	Decimal	The outstanding return orders amount in local currency.
RcdNotInvdRetOrdersLCY	Decimal	The received not invoiced return orders amount in local currency.
NewOrderAmountLCY	Decimal	The new order amount in local currency.
OrderAmountTotalLCY	Decimal	The total order amount in local currency.
OrderAmountThisOrderLCY	Decimal	The amount for this order in local currency.
ShippedRetRcdNotIndLCY	Decimal	The shipped/returned received not invoiced amount in local currency.
CustCreditAmountLCY	Decimal	The customer credit amount in local currency.
CustNo	Code[20]	The customer number.
ExtensionAmountsDic	Dictionary of [Guid, Decimal]	Dictionary of extension amounts by GUID.
IsHandled	Boolean	Set to true to skip the default calculation.
DeltaAmount	Decimal	The delta amount for the calculation.
CustomerRec	Table Microsoft.Sales.Customer.Customer	The customer record reference.

OnBeforeCalcSalesHeaderNewOrderAmountLCY

Raised before calculating the new order amount in local currency for a sales header.

[IntegrationEvent(False,False)]
local procedure OnBeforeCalcSalesHeaderNewOrderAmountLCY(var Customer: Record Customer; SalesHeader: Record "Sales Header"; var NewOrderAmountLCY: Decimal; var IsHandled: Boolean)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
SalesHeader	Table Microsoft.Sales.Document."Sales Header"	The sales header to calculate the amount for.
NewOrderAmountLCY	Decimal	The new order amount in local currency to override.
IsHandled	Boolean	Set to true to skip the default calculation.

OnBeforeCalcSalesLineOrderAmountsLCY

Raised before calculating the order amounts in local currency for a sales line.

[IntegrationEvent(False,False)]
local procedure OnBeforeCalcSalesLineOrderAmountsLCY(var Customer: Record Customer; SalesLine: Record "Sales Line"; var NewOrderAmountLCY: Decimal; var OldOrderAmountLCY: Decimal; var IsHandled: Boolean)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
SalesLine	Table Microsoft.Sales.Document."Sales Line"	The sales line to calculate the amounts for.
NewOrderAmountLCY	Decimal	The new order amount in local currency to override.
OldOrderAmountLCY	Decimal	The old order amount in local currency to override.
IsHandled	Boolean	Set to true to skip the default calculation.

OnBeforeGenJnlLineShowWarning

Raised before showing the credit limit warning for a general journal line.

[IntegrationEvent(False,False)]
local procedure OnBeforeGenJnlLineShowWarning(GenJournalLine: Record "Gen. Journal Line"; var IsHandled: Boolean; var Result: Boolean; var Customer: Record Customer)

Parameters

Name	Type	Description
GenJournalLine	Table Microsoft.Finance.GeneralLedger.Journal."Gen. Journal Line"	The general journal line to check.
IsHandled	Boolean	Set to true to skip the default warning logic.
Result	Boolean	Set to the result to override the warning.
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.

OnBeforeSalesHeaderShowWarning

Raised before showing the credit limit warning for a sales header.

[IntegrationEvent(True,False)]
local procedure OnBeforeSalesHeaderShowWarning(var SalesHeader: Record "Sales Header"; var Result: Boolean; var IsHandled: Boolean; var Customer: Record Customer; var DeltaAmount: Decimal)

Parameters

Name	Type	Description
SalesHeader	Table Microsoft.Sales.Document."Sales Header"	The sales header to check.
Result	Boolean	Set to the result to override the warning.
IsHandled	Boolean	Set to true to skip the default warning logic.
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
DeltaAmount	Decimal	The delta amount for the calculation.

OnBeforeSalesLineShowWarning

Raised before showing the credit limit warning for a sales line.

[IntegrationEvent(True,False)]
local procedure OnBeforeSalesLineShowWarning(var SalesLine: Record "Sales Line"; var Result: Boolean; var IsHandled: Boolean; var Customer: Record Customer; var DeltaAmount: Decimal)

Parameters

Name	Type	Description
SalesLine	Table Microsoft.Sales.Document."Sales Line"	The sales line to check.
Result	Boolean	Set to the result to override the warning.
IsHandled	Boolean	Set to true to skip the default warning logic.
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
DeltaAmount	Decimal	The delta amount for the calculation.

OnBeforeSalesLineAmount

Raised before calculating the sales line amount.

[IntegrationEvent(False,False)]
local procedure OnBeforeSalesLineAmount(var Customer: Record Customer; DocType: Enum "Sales Document Type"; DocNo: Code[20]; var Result: Decimal; var IsHandled: Boolean)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
DocType	Enum Microsoft.Sales.Document."Sales Document Type"	The document type.
DocNo	Code[20]	The document number.
Result	Decimal	Set to the result to override the calculation.
IsHandled	Boolean	Set to true to skip the default calculation.

OnBeforeShowWarning

Raised before showing the credit limit warning dialog.

[IntegrationEvent(False,False)]
local procedure OnBeforeShowWarning(var Customer: Record Customer; var NewOrderAmountLCY: Decimal; OldOrderAmountLCY: Decimal; OrderAmountTotalLCY: Decimal; ShippedRetRcdNotIndLCY: Decimal; CustCreditAmountLCY: Decimal; DeltaAmount: Decimal; CheckOverDueBalance: Boolean; var Heading: Text[250]; var Result: Boolean; var IsHandled: Boolean; var NotificationId: Guid; var NewCustNo: Code[20]; NewOrderAmountLCY2: Decimal; OldOrderAmountLCY2: Decimal; OrderAmountThisOrderLCY: Decimal)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
NewOrderAmountLCY	Decimal	The new order amount in local currency.
OldOrderAmountLCY	Decimal	The old order amount in local currency.
OrderAmountTotalLCY	Decimal	The total order amount in local currency.
ShippedRetRcdNotIndLCY	Decimal	The shipped/returned received not invoiced amount in local currency.
CustCreditAmountLCY	Decimal	The customer credit amount in local currency.
DeltaAmount	Decimal	The delta amount for the calculation.
CheckOverDueBalance	Boolean	Indicates whether to check overdue balance.
Heading	Text[250]	The heading text for the warning.
Result	Boolean	Set to the result to override the warning.
IsHandled	Boolean	Set to true to skip the default warning logic.
NotificationId	Guid	The notification identifier.
NewCustNo	Code[20]	The customer number.
NewOrderAmountLCY2	Decimal	The new order amount in local currency (alternative).
OldOrderAmountLCY2	Decimal	The old order amount in local currency (alternative).
OrderAmountThisOrderLCY	Decimal	The amount for this order in local currency.

OnCalcOverdueBalanceLCYAfterSetFilter

Raised after setting the date filter when calculating the overdue balance.

[IntegrationEvent(False,False)]
local procedure OnCalcOverdueBalanceLCYAfterSetFilter(var Customer: Record Customer)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record with the date filter applied.

OnShowWarningOnAfterCalcCreditLimitLCYExitValue

Raised after calculating the credit limit and determining the exit value.

[IntegrationEvent(False,False)]
local procedure OnShowWarningOnAfterCalcCreditLimitLCYExitValue(var Customer: Record Customer; var CustCreditAmountLCY: Decimal; var ExitValue: Integer)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
CustCreditAmountLCY	Decimal	The customer credit amount in local currency.
ExitValue	Integer	The exit value indicating the warning type.

OnShowWarningOnAfterCalcDueBalanceExitValue

Raised after calculating the due balance and determining the exit value.

[IntegrationEvent(True,False)]
local procedure OnShowWarningOnAfterCalcDueBalanceExitValue(var Customer: Record Customer; var ExitValue: Integer)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
ExitValue	Integer	The exit value indicating the warning type.

OnShowWarningOnBeforeExitValue

Raised before returning the exit value from ShowWarning.

[IntegrationEvent(True,False)]
local procedure OnShowWarningOnBeforeExitValue(var Customer: Record Customer; ExitValue: Integer; var Result: Boolean; var IsHandled: Boolean; var Heading: Text[250]; var SecondHeading: Text[250]; var NotificationID: Guid)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
ExitValue	Integer	The calculated exit value.
Result	Boolean	Set to the result to override the return value.
IsHandled	Boolean	Set to true to skip the default return logic.
Heading	Text[250]	The heading text to modify.
SecondHeading	Text[250]	The secondary heading text to modify.
NotificationID	Guid	The notification identifier to modify.

OnAfterCalcOverdueBalanceLCY

Raised after calculating the overdue balance in local currency.

[IntegrationEvent(True,False)]
local procedure OnAfterCalcOverdueBalanceLCY(var Customer: Record Customer)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record with calculated overdue balance.

OnAfterCalcTotalOutstandingAmt

Raised after calculating the total outstanding amount.

[IntegrationEvent(False,False)]
local procedure OnAfterCalcTotalOutstandingAmt(var Customer: Record Customer; var Result: Decimal)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
Result	Decimal	The calculated result that can be modified.

OnAfterCalcCreditLimitLCYProcedure

Raised after the credit limit calculation procedure completes.

[IntegrationEvent(True,False)]
local procedure OnAfterCalcCreditLimitLCYProcedure(var Customer: Record Customer; var CustCreditAmountLCY: Decimal; var ExtensionAmountsDic: Dictionary of [Guid, Decimal])

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
CustCreditAmountLCY	Decimal	The calculated customer credit amount in local currency.
ExtensionAmountsDic	Dictionary of [Guid, Decimal]	Dictionary for extension amounts by GUID.

OnSalesHeaderShowWarningOnAfterAssingNewOrderAmountLCY

Raised after assigning the new order amount for a sales header warning.

[IntegrationEvent(False,False)]
local procedure OnSalesHeaderShowWarningOnAfterAssingNewOrderAmountLCY(var SalesHeader: Record "Sales Header"; var NewOrderAmountLCY: Decimal)

Parameters

Name	Type	Description
SalesHeader	Table Microsoft.Sales.Document."Sales Header"	The sales header being processed.
NewOrderAmountLCY	Decimal	The new order amount that can be modified.

OnCalcCreditLimitLCYOnAfterCalcAmounts

Raised after calculating amounts during credit limit calculation.

[IntegrationEvent(False,False)]
local procedure OnCalcCreditLimitLCYOnAfterCalcAmounts(var Customer: Record Customer; var ShippedRetRcdNotIndLCY: Decimal; var CustCreditAmountLCY: Decimal)

Parameters

Name	Type	Description
Customer	Table Microsoft.Sales.Customer.Customer	The customer record.
ShippedRetRcdNotIndLCY	Decimal	The shipped/returned received not invoiced amount.
CustCreditAmountLCY	Decimal	The customer credit amount in local currency.

See also

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