Skip to main content
Answer

Customer credit limit - How does the Requested on Date impact?

  • October 26, 2023
  • 1 reply
  • 74 views

Forum|alt.badge.img

How does the Requested On Date on a SO effect the customers credit limit?  For example:  If a SO is entered with a future Requested On Date, does the amount on the SO go against the credit limit immediately? or after the Requested On Date?

Thanks 

Best answer by Kandy Beatty

HI @MSwanson86 

It goes immediately against the credit limit.

My customer has a $5,000 credit limit. 

If I put a future Requested on date and the order is over, I get the warning that the limit has been exceeded. 

 

1 reply

Kandy Beatty
Captain II
Forum|alt.badge.img+17
  • Captain II
  • Answer
  • October 26, 2023

HI @MSwanson86 

It goes immediately against the credit limit.

My customer has a $5,000 credit limit. 

If I put a future Requested on date and the order is over, I get the warning that the limit has been exceeded.