Credit limit for a job or ship to

If you have set up a job record for a customer in Customer Ship To Setup, you can define a credit limit and hold period for that job. Set credit limits for jobs or ship tos when a customer qualifies for a higher credit limit for a job than on their regular account. Because jobs are usually bonded, a higher credit limit on the job is a minimal credit risk in most situations.

The credit limit and hold period are set up in Customer Ship To Setup-Ordering. These values are checked in Sales Order Entry, including the copy function, and when the Customer Credit Card Manager Report is run. If the credit limit and hold period fields are blank or zero in Customer Ship To Setup, the corresponding values from Customer Setup are used. If the customer exceeds the credit limit, or has balances in the hold period, the order is placed on hold.

You can use additional credit limit hold settings at the company and warehouse levels to increase customer’s credit limit and maximum sales order amount. You can use the settings to reduce the number of orders that go on hold and the time required to review and release the orders.

You can set the Credit Limit Tolerance Percentage and Max Order Amount fields in these functions:

  • SA Administrator Options-Documents-Sales Orders-Processing
  • Product Warehouse Description Setup

The settings bypass standard logic for credit hold limits. The settings at the warehouse level override the values that you specify at the company level.