Implement Credit Limit Checks in Sale Challans

YouTube: How to Enable Customer Credit Limit Check in Sale Challan ?

How to Enable Customer Credit Limit Check in Sale Challan ?

In this tutorial, we’ll walk through the process of enabling Credit Limit Checks in Sale Challans. This feature helps control customer credit exposure by validating outstanding balances against predefined limits during challan entry.

To ensure customers do not exceed their credit limits while generating sale challans, thus reducing the risk of over-crediting.

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Step-by-Step Instructions:

• Access Global Settings:

  • Navigate to the Logic folder and run the Logic Admin application.

  • Open Global Settings.

  • Under the Sales Settings-1 section, locate the option:

    “Implement Credit Limit Checks in Sale Challans”

We will keep this feature enabled to evaluate its effect on the billing process.

• Enable and Apply:

  • Enable the option by ticking the checkbox.

  • Click Save to apply the setting.

  • Restart the software to activate the configuration.

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Defining Credit Limits:

• Navigate to the Setup\Setup Accounts and then click to "Setup New Account".

• Select the relevant Customer Account.

• Navigate to the Other Details tab.

• Locate and fill in the Credit Limit field with the desired amount.

The picture shows the Credit Limit field being filled with the desired amount.

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Feature in Action:

• Create a new Sale Challan.

• Select a customer who already has an outstanding balance.

• If the current balance exceeds the defined credit limit, the software will display a notification alert.

• Based on this prompt, the user can:

  • Proceed with the challan entry (if allowed), or

  • Cancel/Modify the transaction as needed.

The picture illustrates that when the current balance exceeds the defined credit limit, the software displays a notification alert.

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Benefits:

• Helps in managing customer credit risk.

• Prevents over-exposure and improves cash flow control.

• Provides a proactive alert system before finalizing transactions.