Credit Limit Checking

Credit Limit Checking, or CLC, checks the credit worthiness of a customer account and determines if further order lines can be accepted and processed.

It uses:

  • a credit limit - the amount of credit the customer is allowed. This is held on the customer's Chart of Accounts record.
  • the account balance - calculated at the present time from the credits and debits on the account.
  • the on-order balance - the value of sales orders entered but not fully processed to payment
  • the available credit amount - calculated from the above figures and compared to the size of the order line being entered. If the value of the order line being entered exceeds the available credit amount, it fails CLC.
  • CLC override - any overrides set in the Operator Miscellaneous Permissions.