You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

How the Credit Limits Flow Down to Child Customers when Customer Relationships are Created?

edited Apr 4, 2023 2:47PM in Receivables & Collections 1 comment


How the credit limits flow down to child customers when customer relationships are created?

If a relationship is created between two customer accounts and there is a set up credit limit for each accounts, when a Sales Order is created in Order Management for one customer account,, will the relationship setup impact the customer limit amount?


  • There are3 customers: ABC, EFG & XYZ
  • XYZ is the parent customer for ABC & EFG
  • Setup the credit limit at parent customer "XYZ" >>> 5000 Euros

When a Sales orders / AR invoices are created against XYZ, ABC, EFG then it should consume the parent customer account credit limit, meaning, if the limit is 5000 Euros:

Howdy, Stranger!

Log In

To view full details, sign in.


Don't have an account? Click here to get started!