Validate Credit Limit

Select this field if you want SyteLine to validate this customer's credit limit and prevent any EDI customer orders from posting to SyteLine that exceed the customer's credit limit. During posting of EDI customer orders to SyteLine, a "Credit limit exceeded" error is logged against the EDI customer order and the order remains unposted.

If both the Validate Credit Limit field and the Limit Exceeded Credit Hold Reason field on the A/R Parameters General form are cleared:

• The EDI customer order is posted, and
• The SyteLine customer order created is not on credit hold and therefore can be shipped.

However, if the Validate Credit Limit field is cleared and the Limit Exceeded Credit Hold Reason field on the A/R Parameters General form is selected:

• The EDI customer order is posted.
• The SyteLine customer order is created but is on credit hold, and therefore cannot be shipped.
• The Credit Hold field on the Order Maintenance form is selected.
• The Credit Hold Reason field on the Order Maintenance form defaults to the Limit Exceeded Credit Hold Reason field on the A/R Parameters General form.
• The Credit Hold Date field on the Order Maintenance form defaults to the date the EDI posting occurred.
• The Credit Hold User field on the Order Maintenance form defaults to the user performing the posting activity.