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November 7, 2019

Credit Limit Check in Sales Portals

New Feature -- Credit Limit Checking in OE and Mobile Sales Portals

When you start a new order in the OE portal, the portal checks available credit based on credit limit, outstanding balance, and open orders and service orders. If there is no available credit, a warning will appear and give the option to cancel the order if desired.

When you finish an order in the OE portal (via the Finish button), the balance of the current order is added to the credit limit test. If the total amount exceeds the credit limit, the portal will display an information window. If your transaction operator allows you to override credit limits then you may choose to override the limit. Otherwise you must either enter the credit override password from the Inventory/Sales control record or put the order on Hold status.

View the documentation here.

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