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

  • 26 October 2023
  • 1 reply

Userlevel 1

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?



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

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Userlevel 7
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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. 



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