Credit Limit

Selling on credit above the agreed limit exposes the company to bad debt. This module adds a blocking and approval flow on quotations and on invoices or bills. When enabled per company, an order over the limit cannot be confirmed until a user approves it. It is used by salespeople, accountants and approvers, and plugs into Sales and Accounting.

1. 1

   Enable credit blocking

   In the settings turn on credit limit blocking for sale orders, for accounting entries, or both. It is stored on the company.

   • Sale Orders option
   • Accounting Entries option
2. 2

   Confirm a sale order

   When confirming an order that requires approval and is not yet approved, the system raises a validation error showing the credit warning.

   • Blocks Confirm
   • Shows partner credit warning
3. 3

   Request approval

   The salesperson presses Request Credit Limit Approval. The order is flagged To Be Approved and appears in the approvals menu.

   • Button: Request Credit Limit Approval
   • Flag: To Be Approved
4. 4

   Review approvals

   Under Quotation Approval a list shows requests awaiting approval. The Approve Quotations server action approves selected records.

   • Menu: Quotation Approval
   • Server action: Approve Quotations
5. 5

   Approve the limit

   An authorised user presses Approve Credit Limit. The order is marked Approved and can be confirmed.

   • Button: Approve Credit Limit
   • Order confirms afterwards
6. 6

   Remove or reset approval

   The Remove Credit Limit Approval button withdraws the approval. Cancelling the order or editing key values also clears both flags.

   • Button: Remove Credit Limit Approval
   • Cancel clears flags
7. 7

   Invoices and bills

   The same flow applies to invoices and bills: posting is blocked over the limit and Bill/Invoice Credit Limit Approvals lists pending items.

   • Blocks Post
   • Menu of approvals

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