From bad5e90e465b884cfc09d5adf9d1df77feaaef44 Mon Sep 17 00:00:00 2001 From: jigneshpshah Date: Wed, 18 Oct 2017 10:53:11 +0530 Subject: [PATCH] Priority of credit limit check functionality (#11232) CREDIT LIMIT field is at customer, customer group and company level . Explanation given on priority of the three levels. --- .../user/manual/en/accounts/credit-limit.md | 23 ++++++++++++++++++- 1 file changed, 22 insertions(+), 1 deletion(-) diff --git a/erpnext/docs/user/manual/en/accounts/credit-limit.md b/erpnext/docs/user/manual/en/accounts/credit-limit.md index 8f92f909513..b48ae5689b1 100644 --- a/erpnext/docs/user/manual/en/accounts/credit-limit.md +++ b/erpnext/docs/user/manual/en/accounts/credit-limit.md @@ -16,7 +16,9 @@ To set credit limit go to Customer - Master Credit Limit -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 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 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