Document | Additional setting |
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Free text invoice | In the Accounts receivable parameters form, in the Credit rating area, select Check credit limit on free text invoice. |
Sales order (manually entered) | In the Accounts receivable parameters form, in the Credit rating area, select Check credit limit on sales order. |
Sales order (electronically received) | In the Accounts receivable parameters form, in the AIF area, select Check credit limit for sales orders. |
Field | Description |
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Require identification with credit | Select the type of identification that must be entered for customers to whom your legal entity extends credit. The option that you select in this field determines when and what type of information is required in the Government identification fields in the Customers form:
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Limit | Enter the credit limit at which a government-issued license number or other identification is required for customers. For example, type 2000 to require that an identification number, such as a driver's license number, must be entered for customers who have a credit limit of 2,000 or higher. This field is available if you selected Minimum limit in the Require identification with credit field. |
Field | Description |
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Message when exceeding credit limit (in the Credit rating area) | Select how messages about credit limits being exceeded are displayed to users. Select from the following options:
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Message when exceeding credit limit (in the AIF area) | Select how messages about credit limits being exceeded are delivered in a log. Select from the following options:
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