Do not allow saving if Credit Limit is Exceeded

YouTube: How to Prevent Saving Packing Slips When the Credit Limit Is Exceeded?

How to Prevent Saving Packing Slips When the Credit Limit Is Exceeded?

In this tutorial, we will learn how to restrict saving a Packing Slip entry when the selected customer's credit limit has been exceeded.

This configuration helps prevent further packing slip entries for customers who have already exceeded their defined credit limit.

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Access to the Configuration

• Open the Packing Slip Configuration window.

• Navigate to the Other Options 4 section.

• Locate and enable the option labeled as:

"Do not allow saving if Credit Limit is Exceeded"

• Save the configuration changes.

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Create a New Packing Slip Entry

Now, let's create a new Packing Slip entry and observe the system behavior.

• Open a new Packing Slip entry.

• Select the required customer.

System Behavior

• As soon as the customer is selected, the system checks the customer's credit limit.

• If the credit limit has been exceeded, the system restricts the entry.

• An error message is displayed:

"Credit limit is exceeded, cannot allow selection."

This prevents the user from proceeding with the Packing Slip entry for that customer.

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Define the Customer Credit Limit

Now, let's see how to define the credit limit for a customer.

• Navigate to Setup.

• Open the Setup Account window.

• Search for and select the required customer account.

• Open the Other Details section.

• Locate the Credit Limit option.

• Define the required credit limit for the customer.

Configuration

The defined credit limit is used by the system to determine whether the customer can proceed with a Packing Slip entry when the Do not allow saving if Credit Limit is Exceeded option is enabled.

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Key Benefits

• Prevents Packing Slip entries when the customer's credit limit is exceeded.

• Helps control customer credit exposure.

• Automatically validates the credit limit during customer selection.

• Reduces the possibility of unauthorized credit-based transactions.

Final Outcome

By enabling "Do not allow saving if Credit Limit is Exceeded", Logic ERP automatically checks the customer's credit limit during Packing Slip entry and restricts the transaction when the defined limit has been exceeded.