Monday, January 4, 2010

credit limit for customers by group

How to set credit limit for customers by group

For example, there are 3 customers in a group and you want to have one credit limit for the group.

Credit Limit can only be defined at Party level, Account level or Site level.

Your option would be:

Group the customers (accounts) by party then set up a credit limit for each party because you can have multiple customer accounts under one party.

OR

Set up party/child relationship between parties and assign a credit limit to the parent party. The same credit limit also applies to the child parties.

Please see Note 564463.1 for more detailed information.

No comments: