Use Credit Limit

Credit Limit Control

It is recommended that the Credit Limit Control report is run frequently – e.g. in job queue. (no. 6082890)

It is possible to set filters on fields from sales order main or from customer card.

Control of sales orders and approval of credit limit

Credit limit control is done on the sales orders, and the above report updates the orders with the status of whether the order is ok or blocked.

If there are orders that are blocked but can be approved manually, the user can change the status to “Approved by user”. Orders with this status are skipped when you subsequently run the Credit Limit Control report again.

When you need to approve and validate the orders, you can use the information in the fact boxes on the right side.

Below is an example of a customer who has a balance - and 3 outstanding orders. The first order can be delivered within the applicable credit maximum, but order no. 2 cannot be delivered without the credit max being exceeded, therefore this is blocked, and the last order is thus also blocked.

When you open a blocked order, you can see when the total amount of an order has been blocked for the customer - and in the fact box you can see how much the customer's total credit limit and the available

If you want to override the blocking of an order, you can manually change it to approved by user - this is done per order to be approved.

You can now see the new status on the order overview.

Remember that if the user selects "Ok" instead of "Approved by user", this status can be overridden by the Credit Limit Control Report if the customer still does not have sufficient credit limit to cover the outstanding orders.