Credit information and credit check

The credit information is retrieved using API CRS610MI.GetFinancial and shown per the setting “Credit line” in tab “General” in Sales Hub Properties.

Regardless of if the credit line is shown or not, a credit check is always done when the payment panel is opened. If the credit limit is exceeded, a red warning message is shown and option ACCOUNT is no longer available. This information is retrieved with API OIS100MI.CheckCustomer.

Normally an overextended credit limit get caught in the credit check done when the order is created in the New Order Details dialog, but this checks handles a scenario where it is the actual ongoing order that overextends the credit limit. The user must then change the payment term to CASH to continue.