Enforce Credit Limit
When a POS transaction exceeds the customer's available credit limit, the "Customer" payment option will not appear when tendering out and a message will appear in the payment window; Transaction exceeds credit balance: $##.##. A partial payment can be made to the POS to reduce the credit amount required. Add the payment, close the payment options window, then reopen and the "Customer" option will appear.
When creating a Delivery (or an inventory out event), the total of the sales order must be less than or equal to the customer's available credit. Although not invoiced, a credit is established when the customer receives the product. A deposit can be made on the sales order to remove the over credit situation. The minimum deposit required is in the warning message.
When procuring a product from a sales order, the total of the sales order must be within the customer's available credit or the purchase order cannot be generated from the sales order. A deposit can be made on the sales order to remove the over credit situation. The minimum deposit required is in the warning message.
If the customer had a POS order that totaled $250, then the customer would not be allowed to put this on account. When tendering out, the customer option would not appear and the following message would appear in the Payment Options window
The transaction can be paid with available payment options or at least a $50 payment would be required to bring the remainder within credit terms to put on account.
If a sales order was created for the same customer for $250, this could not be delivered. The following message would appear.
A deposit of at least $50 would be required to create this delivery.
If a sales order with a procurement for the same customer for $250 was created. When creating the procurement, the following message would appear.
A deposit of at least $50 would be required to create the purchase order from this sales order.
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