---
title: "Credit limit change"
slug: "bc-credit-limit-change"
description: "Learn how to send notifications for credit limit changes, ensuring timely alerts for salespeople with our detailed walkthrough and setup guide."
tags: ["BC", "BIS", "Business Central", "Business Integration Solutions", "Walkthrough"]
updated: 2026-06-25T09:59:05Z
published: 2026-06-25T09:59:05Z
canonical: "docs.staedean.com/bc-credit-limit-change"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Credit limit change

This walkthrough provides an overview of how to send a notification about a credit limit change.

The salesperson receives a notification when the credit limit of a customer changes. The credit limit is the maximum amount by which you allow the customer to exceed the payment balance before warnings are issued.

## Prerequisites

| Template | Description | Default report |
| --- | --- | --- |
| NM_CREDIT.LIMIT | Notification Management Template: Notification for Credit Limit Changes | N/A |

## Story

This connection uses the following pipeline elements:

- The **Record Change Event** triggers on **Modify** and links to the internal document NM_CREDITLIMIT1, which contains only one field: the **Credit Limit (LCY)** field from the Customer table. When the credit limit for a customer changes, the pipeline triggers.
- The **Splitter** activity creates one message for each customer.
- The **XML Minifier** activity cleans the message of empty nodes and blocks that are not mandatory.
- The message passes through the **XMLSchemaValidator**, which verifies that the XML message respects the internal document structure, for example, that all mandatory nodes are present.
- The **Header Mapper** activity adds the headers to the message body, filling in the recipients and email subject.
- The **XML to HTML Translator** activity creates an HTML email message based on your branding templates. You can also configure an HTML body manually.
- The **Email Writer** endpoint sends the emails. It supports sending several emails at a time.
- The internal document NM_CREDITLIMIT2 contains all the information needed to configure the **XML Generator** activity, the **Splitter** activity, the **Header Mapper** activity, and the **XML to HTML Translator** activity. Adding other fields to this document lets you define a personalized email message.

![Notification Management](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/DM_NM_StoryWithRecChange.png)

## Setup

1. Import the NM_CREDIT.LIMIT.zip configuration package, or use the Business Integration Solutions template if available.

![Credit Limit Import](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/DM_CreditLimit_Import.png)
2. Add a new email account in **Email Accounts**, then select **SMTP Account** to send notifications via the Papercut SMTP server.

![Email Account](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/bis_EmailAccountIDsetup.png)
3. On the notification page, edit the **EMAILWRITER** and add the **Account ID** created in the previous step. Run the configuration once.

![Settings](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/DM_Reminder_Settings.png)

## Process

1. Open the **Customer Card** for The Cannon Group PLC (10000).
2. Modify the value in the **Credit Limit (LCY)** field.
3. Select **OK**.
4. Open the NM_CREDIT.LIMIT notification.

> [!NOTE]
> **Note**
> 
> To check whether the **Record Change Event** captured the modification, edit the **RECORDCHANGEEVENT** and select **Navigate** > **Details**. An entry should appear on the **Record Changes** page.
5. Process the notification.

## Result

![Papercut Message Popup](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/DM_CreditLimit_Result.png)

The mail sends to all recipients. Using Papercut, the mail is captured in the demo environment, showing a preview of the HTML mail body and a PDF attachment of the **Credit Limit** report.

> [!NOTE]
> **Note**
> 
> For a brief guide, see [Papercut SMTP setup](/business-central/docs/bc-simulate-mail-using-papercut).

## Related

- [Simulate mail using Papercut](/bc-simulate-mail-using-papercut.md)