Do not allow saving if Credit Limit is Exceeded

YouTube: How to Prevent Saving Delivery Orders When the Credit Limit Is Exceeded?

How to Prevent Saving Delivery Orders When the Credit Limit Is Exceeded?

In this tutorial, we will learn how to restrict Delivery Order generation when a customer's credit limit has been exceeded in Logic ERP. This feature prevents users from proceeding with Delivery Order generation for customers who have exceeded their defined credit limit.

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Access to the Configuration

• Open the Delivery Order Configuration window.

• Navigate to the General Settings 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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Initiate a New Delivery Order

• Open the Delivery Order Entry window.

• Initiate a new entry.

• Select the required Sales Order.

• Click on Generate Order.

Credit Limit Status

• The system checks the customer's defined credit limit.

• For example, the customer's credit limit is 1,000, but the limit has already been exceeded.

• The affected entry is displayed in red, indicating that the customer's credit limit has been exceeded.

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Verify the Restriction

• Select the highlighted entry to proceed.

• The system prevents the user from selecting or processing the entry.

• An error message is displayed:

"Credit limit is exceeded. Selection is not allowed"

Result

The Delivery Order cannot be generated for the selected Sales Order because the customer's credit limit has been exceeded.

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Key Benefits

• Credit Control: Prevents transactions when the customer's credit limit is exceeded.

• Risk Reduction: Helps minimize further credit exposure.

• Automated Validation: Automatically checks the customer's credit limit.

• Better Financial Control: Ensures Delivery Orders are processed only within approved credit limits.

Final Outcome

After enabling "Do not allow saving if Credit Limit is Exceeded", Logic ERP automatically restricts Delivery Order generation for customers who have exceeded their credit limit, ensuring better credit control and preventing unauthorized transactions.