Nice Customer Credit Limit Management

Features:

1. Individual credit limit v.s. global credit limit for every partner(company type);

2. Support partner with childern partner(s): all ; Compute credit&debit using account app.

3. Allow partner to override any credit;

4. Include/exclude uninvoiced amount(from sale orders);

5. New user role to approve/disapprove the sale order with state of account_review.

6. Configurable behavior when a partner's credit limit exceeds:

   raising an exception directly or leaving to the concerned role.

7. English&Simplified Chinese

Screenshots

Global credit limit setting. Customer credit limit setting. Raise exception when credit limit exceeded. Account review when credit limit exceeded.

The logic behind:

1. See if we 'Use Global Limit'. If yes, choose the global credit limit as partner's credit limit.
2. See if the partner has an individual credit limit. If yes, choose the individual credit limit as partner's credit limit.
3. See if we 'Include Uninvoiced Amount', if yes, we add all unvoiced amount to this partner's credit limit.
4. See if we simply raise an exception or set the sale order's state to 'account_review'