Getting Warnings when Posting Sales Documents

When you fill in the sales header on an order, invoice or credit memo for a customer whose credit limit has already been exceeded, the program issues a warning. It issues the same warning when you fill in a sales line or a general journal line. Posting the line results in the customer’s credit limit being exceeded.

To Get Warnings when Posting Sales Documents:

  1. Open the Sales Order window.

  2. Press F3 to create a new order.

  3. On the menu bar, click Tools, Work Date, and enter a work date.

  4. In the Sell-to Customer No. field on the order header, select a customer that has a credit limit, and then click OK.

  5. Fill in the order line. For Help about a specific field, click the field and press F1.

    The credit limit warning now appears.

Related Topics

Eliminating Credit Limit Warnings

Eliminating Overdue Balance Warnings

Eliminating Stockout Warnings