New settings validate credit limit holds at company and warehouse level

Additional credit limit hold validation settings are now available at the company and warehouse level. These settings bypass standard logic for credit hold limits. You can use these settings to reduce the number of orders that go on hold and the time required by your credit department to review and release these orders.

Feature activation

You can set these new settings at the company level in SA Administrator Options-Documents-Sales Orders-Processing:

  • Credit Limit Tolerance Percentage: The customer’s credit limit is increased by the percent that you specify in this field. Specify a value greater than zero to enable this functionality.
  • Max Order Amount: Specify a value greater than zero to enable this functionality.

You can also specify these settings at the warehouse level in Product Warehouse Description Setup to allow specific warehouses to have different limits. These options override the values that you specify in SA Administrator Options.

You can use any combination of these settings.