Overview
Here you will learn how to set up credit limits for contracts.
The initial credit limit is calculated in accordance with the internal corporate credit policy. You can further revise this credit limit for the contract.
As a result of the process, credit limits for contracts with customers are set up.
Set up credit limits flowchart
Paths
Path | Sales → Sales master data → Contracts with customers |
|---|---|
| In-app link EN code |
e1cib/list/Catalog.CounterpartyContracts
|
| In-app link RU code |
e1cib/list/Справочник.ДоговорыКонтрагентов
|
How to set up credit limits for contracts
1. Go to Sales and click Contracts with customers under Sales master data.
2. Open the Contract with customer document and go to the AR/AP settings tab.
3. Calculate the credit limit.
4. Select the Credit limit check box and enter the value of the credit limit.
How to enable late payment control for contracts
1. Open the Contract with customer document and go to the AR/AP settings tab.
2. Select the Late payment control check box.