Customer Credit Management

v 12.0 Third Party 29
Download for v 12.0 Deploy on
Required Apps Sales (sale_management)
Invoicing (account)
Technical Name customer_credit_management
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Required Apps Sales (sale_management)
Invoicing (account)
Technical Name customer_credit_management

Allows to set Credit limit.

This Module allows you to set individual credit limits by customer.

Sale Order

Here is a sale order with a Total Amount of $800.40

Request For Approval Dialog

SO requires Sale Manager approval as it's total amount is greater that the credit limit.
Manager approval is also needed if total of other confirmed SO(invoice yet not created) amount of same customer or due amount of invoice of same customer is greater than credit limit.

User without Sale Manager Rights

User without 'Sale Manager' rights can not approve the sale order of any customer whose credit limit has reached

Set Sale Manager Rights

A user having Sale manager Rights can approve the Sale order of Customer is the SO amount has exceeded credit limit

Approval Button

A 'Approve' button is displayed to approve the SO.

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