Default Credit Limit for A/R Customers (D82)

Purpose: Use this screen to define the credit limit to assign to new bill-to customers automatically when you create them in Order Entry, Order Maintenance, and Work with Bill-to Customers.

Value field: Enter the dollar value of the credit limit that you want to assign automatically to new bill-to customers. When you enter an order for a bill-to customer, the order goes on CL hold if the credit limit is less than the sum of:

• $total on-order, plus

• $total open A/R, plus

• $total of current order

The credit limit is a 7-position numeric field.

When you create a new bill-to customer through the Work with Bill-to Customer function, the default credit limit value displays in the Credit limit field, where you can override it. When you create a new bill-to customer through Order Entry or Order Maintenance, the credit limit assignment happens behind the scenes; however, you can use the Work with Bill-to Customers function afterward to override the default value.

Leave this field blank if you do not want to assign a credit limit automatically to new bill-to customers.

The system creates new bill-to customers automatically in Order Entry when you use an A/R payment type (pay category A/R) if the Create/Assign Bill To Customers in Order Entry (A76) system control value is selected.

For more information:

• working with bill-to customers: Creating and Updating Bill-to Customers (WCBT).

• order hold reasons: Introducing Order Hold Reason Codes.