Set to check the credit limit

In the entry layout you can specify whether you want to check the credit limit when a purchase order is added. You can set this for the purchase order and goods receipt.

Profit checks the credit limit using the following formula:

Credit limit - (Outstanding balance + Outstanding packing slip amount + Invoice amount not journalised + Quotation/Order amount)

To set the credit limit check:

  1. Go to: General / Management / Entry layout.
  2. Open the entry layout properties.
  3. Go to the tab: General settings.
  4. Select the way in which you want to check the credit limit in Credit limit exceeded:
    • Do notcheck credit limit

      Profit does not check the credit limit.

    • Report excess

      Profit checks the credit limit. If the credit limit is exceeded, Profit reports this.

    • Report excess and block order

      Profit checks the credit limit. If the credit limit is exceeded, Profit reports this and Profit blocks the order.

    • Block order

      Profit checks the credit limit. If the credit limit is exceeded, Profit blocks the purchase order.

  5. Click on: OK.

Directly to

  1. Purchase entry layout settings
  2. Set to always block purchase orders
  3. Set a warning for a purchase contact
  4. Print a purchase order setting
  5. Only item-linked purchase contact in purchase order
  6. Set to place purchase order in dossier
  7. Set to enter purchase order numbers manually
  8. Add a new purchase order immediately
  9. Set to check the credit limit
  10. Set to check the minimum and maximum purchase order amount