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How to use credit limit for customers without using order management.

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edited May 23, 2021 8:21PM in Receivables & Collections 1 comment

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Hi,

How to use credit limit for customers without using order management.

I tried below steps:

1- Create Customer Profile History

2- Entered "Credit Limit" Amount = 100 USA

3- Create AR Transaction with Amount = 1000 USA and complete the invoice.

The Application doesn't validate the credit limit or show any warning.

Thanks and Please Advise

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