AX Mobility Solutions

To facilitate better and more timely sales decisions in regards to customers that have been allocated Credit Limits, an alert was generated in AX whenever a customer gets critically close to exhausting and/or has exhausted the allocated credit limit.

When the ‘Quantity’ of the SKU is entered in a Sales Lines of a Sales Order, the ‘Net Amount’ on that line gets updated through different processes as below:

(i) For Trade Agreement Orders: Auto-updated and visible on the Sales Line, as is currently.

(ii) When various price parameters are entered manually: Auto-updated and visible on the Sales Line, as is currently.

(iii) When no price parameters are entered: The net amount is calculated and auto-updated at the back-end by taking into account the latest available average price on that day for that particular SKU. Not visible on the Sales Line.

(iv) For a new SKU for which there is no previous price information available, either the latest, or the maximum/average price for the commodity (for eg Lettuce) over the period of the previous 7 days, would be used by the System to calculate the Net Amount.

(b) If and when the dollar amount of ‘AR + Open Orders (including the latest Sales Line that has been updated as elaborated above)’ reaches the Yellow Alert that is designated for that customer, a similar alert as elaborated in FR-4 and Fig 3 above will be generated. The user can close the dialog box/alert and proceed with creation of the Sales Lines.

(c) The System will allow for the Sales Order to be posted if it is in the Yellow status. In the ‘Credit Status’ column on the ‘Overview’ page of the Sales Order screen shown below, the corresponding cells/fields for Sales Orders that are in yellow or red status should be have a yellow or red ‘fill’ respectively.