Share
ReportCredit limit is set. Open amount is less than limit. When entering a SOP invoice, password is required.
In case of No credit - no invoice can be entered!
*This post is locked for comments
You’re offline. This is a read only version of the page.
Credit limit is set. Open amount is less than limit. When entering a SOP invoice, password is required.
In case of No credit - no invoice can be entered!
*This post is locked for comments
In GP, when calculating the available credit GP wil calculate the Open AR Amount and add any unposted Invoices or Outstanding unshipped orders,
If you are using Collection management you can easily view these documents by clicking the unposted sales expansion button.
If not a Smartlist on Open unposted SOP transactions might help you evaluate why you are getting prompted the credit limit.
Hope this helps
In the first scenario, does the Open Amount + the Invoice Amount exceed the limit? Does this customer have any other uposted Invoices?
In the second scenario, what is happening with the Invoice? Is the system giving you some kind of message? You should see the Overide window pop up in the event a customer does not have a credit limit established.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,253
Super User 2024 Season 2
#2
Martin Dráb
230,188
Most Valuable Professional
#3
nmaenpaa
101,156
All responses (
Answers (