Credit Limit

This field in the Received on Account window is the maximum dollar amount this customer can charge to his or her account. If the customer exceeds this amount, a message warns the clerk at point-of-sale.

For example: This field is 1000 for account #2100. Over a period of time, the customer's balance increases to $1005. When you charge to account #2100 in point-of-sale, a warning explains that the account has exceeded its credit limit.

If this a main account, and you use a global credit limit (the Global Credit Check field is set to Y on the Credit tab of Customer Maintenance), the credit limit is the global credit limit.

If this is a job account, and you use a global credit limit, the system may not allow charges to this account because there may not be any global credit available.

For example: You have a main account and job accounts set up as follows:

The customer wants to charge $750 on job account #2. A message warns the clerk that the credit limit is exceeded, even though job account #2 has available credit of $1000, because the global credit limit only has available credit of $500.00 (10,000 – 1000 – 3500 – 5000).