Credit Limit

Hi,

I would like to create a report to list out customer account with over credit limit and showing related Sales order (status in awaiting shipment) and un-paied sales order of total amount for getting further approval by management.

In our company, we only set the credit limit in Account and Site level. I would like to clarify my understand, i try to list out some case.

Case: 1

Customer A: Account Level limit: 1000, OU 101 BILL To Sit: 500, OU 102 BILL TO SIT: 400, OU 103 BILL TO SIT: 0

- That means, OU 101 can order $500, OU 102 can order $400, OU 103 can order $100 (1000-400-300)

Case 2:

Customer B is Customer A's child. if Customer B haven't set the credit limit or credit limit was set up in site = 0.