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

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

Goal:

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?

Scenario:

  • 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:

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