How To: Change Credit Limit

Table Of Contents

Additional Information
Credit limits help you manage customer and supplier accounts by controlling the amount of credit that can be extended.
Only users with the 'Admin' User Permission can change a customer or supplier credit limit.

Prerequisites

Before making any changes, ensure that:
  • You have the Admin user permission.
  • You have access to the customer or supplier record you want to update.

Change a Customer Credit Limit

  1. Open a Customer screen using (show me how).
  2. Load the required customer record.
  3. Press Alt + E or click the Edit button to enter edit mode.
  4. Open the [ Detail | Financial ] tab.
  5. Enter the new value in the Credit Limit field.
  6. Press Ctrl + S or click the Save button to save your changes.

Change a Supplier Credit Limit

  1. Open the required supplier record.
  2. Press Alt + E or click the Edit button to enter edit mode.
  3. Open the [ Detail | Financial ] tab.
  4. Enter the new value in the Credit Limit field.
  5. Press Ctrl + S or click the Save button to save your changes.

Additional Information

  • Credit limit changes take effect immediately once the record is saved.
  • Only users with the appropriate permissions can edit credit limits.
  • If the edit option is unavailable, verify that your user account has the required Admin permission.

See Also


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