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Is there a way to keep credit limit amount regardless the chosen "Verification rule"?

  • October 14, 2020
  • 3 replies
  • 349 views
R
Captain II
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Hello,
         Currently, If I switch “credit verification ”from “Credit limit” to “disabled”, the previous set credit limit amount would be cleared.
        Actually, can I have this be kept instead of cleared. Because next time, or some time later, I would like to make the verification enabled and just use the same credit limit amount.

 

Best answer by vkumar

Hi,

As a workaround, you may use the ‘Attributes’ on Customer profile.

  • Create a new attribute for Credit limit
  • Add this on required Customer class
  • Update the credit limit manually before changing Credit verification setting on Customer profile

Hope this helps.

Regards,

    3 replies

    Julia Golomidova
    Captain II
    Forum|alt.badge.img+3

    Hello @ray20,

    In the out-of-the-box functionality, once the ‘Disabled’ Credit Verification value is selected, the system automatically changes the Credit Limit to 0.

    To change the current system logic in this place one can explore customization.

     

    With best regards,

    With Best Regards, Julia
    V
    V
    Acumatica Employee
    Forum|alt.badge.img+12
    • vkumar
    • Acumatica Support Team
    • Answer
    • October 16, 2020

    Hi,

    As a workaround, you may use the ‘Attributes’ on Customer profile.

    • Create a new attribute for Credit limit
    • Add this on required Customer class
    • Update the credit limit manually before changing Credit verification setting on Customer profile

    Hope this helps.

    Regards,

    VijayKumarU
    Julia Golomidova
    R
    Captain II
    Forum|alt.badge.img+6
    • ray20
    • Author
    • Captain II
    • October 21, 2020

    @Julia Golomidova @vkumar 
    Thank you. You guys are always supporting us in time. It looks like the only way to do it at present.

    Julia Golomidova
    V
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