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

  • 26 October 2023
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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 

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Best answer by Kandy Beatty 26 October 2023, 22:52

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Marsha Swanson

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Kandy Beatty
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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. 

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.

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