[en] Credit check on Sales orders (COA)
[en] When a new Sales order (COA) registration is attempted, there will be performed a check against the credit limit that is set on the Customer (CUS). This check can be switched ON and OFF with the Deactivate Approval message - Sales Order Credit limit Exceeded setting in the Company settings (CSV) application.
[en] It is also possible to set a margin for the check against the customer credit limit, with the Credit Limit Margin on Sales Order setting available in the Company settings (CSV) application. If an approval for credit limit on a Sales order (COA) is activated and the setting has a value, the approval will appear in advance of the credit limit being reached.
[en] An approval is required if the value of (customer balance + Payments (PAY) from customer's which are in Status 3 + Shipping advice (CSA) in Status 4) is higher than (customer credit limit - margin).