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Credit Limits

Account can be placed On Hold manually or by the Period Roll Over process

There are two methods of applying credit restrictions on debtor accounts:

These restrictions affect the creation and saving of sales orders as follows:

where the order exceeds the credit available, a message displays advising the fact. The user can still continue with the order, save and process it.
where the account has a credit status of On Hold, a message displays advising the account is on hold and the invoice will not be able to be saved unless system settings permit the form to be saved as an order.

There is a system setting under Invoicing that also impacts the application of credit limits

UseZeroCreditLimit - by default this is un-ticked. Tick this option if not setting a credit limit means the customer has a zero dollar credit limit - e.g. cash sale customers
AllowSaveToReserveOrderWhenDebtorOnHold - when ticked, allows the sales order to saved with the document type of Reverve Order. The sales order cannot be processed until the customer is taken off Hold and the sales order changed to Invoice Order or Active Order