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.
Monday, January 4, 2010
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