Customer Credit Limit
Enforce credit limit rules on customers before confirming sale orders
Overview
The Customer Credit Limit module allows you to define credit limit rules based on total outstanding receivables, overdue receivables, or the count of unpaid invoices. Rules can be applied globally to all customers or restricted to specific customers. When a sale order is confirmed, the system validates the customer against the active rules and blocks the confirmation if any limit is exceeded.
Key Features
- Credit limit rules based on total receivable amount, overdue receivable, or outstanding invoice count
- Multiple rules can be active simultaneously
- Rules can apply to all customers or to specific customers only
- Individual rules can be temporarily deactivated
- Receivable summary (total, overdue, invoice count) displayed on the customer record
- Credit limit validation triggered on sale order confirmation
- Rules can set by total outstanding receivable amount, receivable overdue or count of outstanding invoice
- Max total receivable amount
- Max count of outstanding invoice
- If you not input customer then rule will apply for all customers
- Rule apply for spesific customers
Posible to temporary inactive rule
Receivable/residual invoice summary for a customer like total receivable, overdue receivable, count of outstanding invoice, etc
Credit limit validation when confirm sale
Contact
miftahussalam08@gmail.com
https://blog.miftahussalam.com/
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