Credit Limit Enforcement

Post date: Nov 13, 2013 9:35:17 PM

In the 'AR Edit Accounts Receivable Options (1099)' menu, we have added a checkbox to turn on 'Credit limit enforcement'.  If you check this feature, the program will not allow any new orders for a customer with an open balance greater than or equal to their credit limit. If you leave it unchecked, there will be NO credit limit enforcement in the order entry functions.

If you DO enable the credit limit enforcement, you will still be able to create quotes for this customer, but they cannot be turned into orders if the customer is over their credit limit at the time.  The only way to allow an order to be created for a customer in this condition is to EITHER turn off the 'Credit limit enforcement' feature OR to raise the customer's credit limit.

(In this context 'open balance' is the total net value of all open transactions, of any type, for that customer.)