Allow Over Credit Limit

The Allow Over Credit Limit check box (updateable only on new order lines) determines how the system treats customer orders that exceed credit limits. The system evaluates this field when you save the customer order and one or more of the order lines exceed the credit limit:

• If this check box is selected, the customer order is saved as-is, with the order line's status as Ordered. A warning message displays, alerting you about the credit hold overage. If a reason code is defined in the Reason field (on the General tab of the Accounts Receivable Parameters form), the system places the order on credit hold if it is not already on credit hold.
• If this check box is not selected, the system saves the order line with a status of Planned and displays a warning message about the credit overage. The system does not update the customer's On Order Balance and does not place the order on credit hold. You can then navigate to that order line later and decide whether to change its status to Ordered or delete the order line.