Check credit limit

None

There is no requirement for the credit limit check.

Note
If Mandatory credit limitis selected on the Customers form, and Noneis selected here, the credit limit is checked against the customer balance.

Balance

Credit limit is checked against the customer balance.

Balance+Packing slip

Credit limit is checked against the customer balance and deliveries.

Balance+All

Credit limit is checked against the customer balance, deliveries, and open orders.

To run credit checks for sales orders:

On the Generaltab of the Customersform, select Mandatory credit limit, or enter a value greater than zero ( 0) to be used as the credit limit amount. Credit checks are run automatically when the sales order information is processed.

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