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Priority of credit limit check functionality (#11232)

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CREDIT LIMIT field is at customer, customer group and company level .
Explanation given on priority of the three levels.
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jigneshpshah 2017-10-18 10:53:11 +05:30 committed by Rushabh Mehta
parent a9feddbb79
commit bad5e90e46
1 changed files with 22 additions and 1 deletions
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erpnext/docs/user/manual/en/accounts/credit-limit.md
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@ -16,7 +16,9 @@ To set credit limit go to Customer - Master
<img class="screenshot" alt="Credit Limit" src="/docs/assets/img/accounts/credit-limit-1.png"> <img class="screenshot" alt="Credit Limit" src="/docs/assets/img/accounts/credit-limit-1.png">
Go to the 'More Info section' and enter the amount in the field Credit Limit. Go to the 'CREDIT LIMIT' section and enter the amount in the field Credit Limit.
If you leave CREDIT LIMIT as 0.00, it has no effect.
In case a need arises to allow more credit to the customer as a good-will, the In case a need arises to allow more credit to the customer as a good-will, the
Credit Controller has access to submit order even if credit limit is crossed. Credit Controller has access to submit order even if credit limit is crossed.
@ -26,6 +28,25 @@ has expired, go to accounting settings and make changes.
In the field Credit Controller, select the role who would be authorized to In the field Credit Controller, select the role who would be authorized to
accept orders or raise credit limits of customers. accept orders or raise credit limits of customers.
To set credit limit at Customer Group Level go to Selling -> Customers -> Customer Group
Go to the 'CREDIT LIMIT' field and enter the amount.
If you leave CREDIT LIMIT as 0.00, it has no effect.
To set credit limit at Company level go to Account -> Company
Go to the 'ACCOUNT SETTINGS' section and enter the amount in the CREDIT LIMIT field.
If you leave CREDIT LIMIT as 0.00, it has no effect.
For 'CREDIT LIMIT' check functionality, Priority (High to Low) is as below
1) Customer
2) Customer Group
3) Company
#### Figure 2: Credit Controller #### Figure 2: Credit Controller