I'm a little confused on credit limits in GP for customers. What we want to do is enter an amount in the credit limit field, but not have it bomb out our integrations. For the most part, we use integration manager. Management would like the credit limit field to be used to compare open balances vs. limits for reports and smartlists, but not hold them to it. - more of a guage.
I have been doing some testing and I am getting inconsistent results as to when the dialogue box pops up saying they are over their limit. Like if a customer is at 10,000 right now, I give them a credit limit of 5,000, I can still enter transactions without warning. This doesn't make sense to me, unless by turning it on, it looks to that day forward and ignores past open invoices.
I know there is a password I can specify to override the warnings (and can plug that into IM), but if I don't specify a password at all, will that still make warnings pop up and fail my integrations? I am hoping that if I do not put in a password, my integrations will run fine and this is a non-issue. But I doubt it...
Does anyone have experience with this?
