Credit Days and Credit Limit

Gentlemen, 

We wish to set up Credit Limits and Allowable days of credit for our customers and the fields are greyed out , so we cannot input any data in the field. Also confirm the following 

1. Invoices cannot be created for a customer beyond the credit limit set on the system
2. Once the credit day is approaching or reached, without a payment, the system notifies us and also does not allow additional creation of invoices until payments are made or an override happens

Please help clarify

Regards

Dimeji



You received this message because you are subscribed to the Google Groups “ERPNext User’s Forum” group.

To unsubscribe from this group and stop receiving emails from it, send an email to erpnext-user-forum+un...@googlegroups.com.

For more options, visit https://groups.google.com/groups/opt_out.

1 Like

Intresting question..
We too would love to know the answer..
Thx and happy holidays to all

On Dec 23, 2013 1:53 AM, "Dimeji Matesun" <di...@basscommgroup.com> wrote:
Gentlemen,

We wish to set up Credit Limits and Allowable days of credit for our customers and the fields are greyed out , so we cannot input any data in the field. Also confirm the following

1. Invoices cannot be created for a customer beyond the credit limit set on the system
2. Once the credit day is approaching or reached, without a payment, the system notifies us and also does not allow additional creation of invoices until payments are made or an override happens

Please help clarify

Regards

Dimeji



You received this message because you are subscribed to the Google Groups “ERPNext User’s Forum” group.

To unsubscribe from this group and stop receiving emails from it, send an email to erpnext-user-forum+un…@googlegroups.com.

For more options, visit https://groups.google.com/groups/opt_out.



You received this message because you are subscribed to the Google Groups “ERPNext User’s Forum” group.

To unsubscribe from this group and stop receiving emails from it, send an email to erpnext-user-forum+un...@googlegroups.com.

For more options, visit https://groups.google.com/groups/opt_out.

Hi Demiji and Firoze,

The fields are disabled in the Account form, because they are not to be changed from there.

For a customer, go to the Customer form and change the Credit Days and Credit Limit. Also, since the permlevel of that field is 1, only roles with write permission on level 1 can change its value. Based on default permissions, it should be a user with the role "Sales Master Manager".

Thanks,
Anand.


On Mon, Dec 23, 2013 at 11:10 AM, furniture.elegance <fu...@gmail.com> wrote:

Intresting question..
We too would love to know the answer..
Thx and happy holidays to all

On Dec 23, 2013 1:53 AM, "Dimeji Matesun" <di...@basscommgroup.com> wrote:
Gentlemen,

We wish to set up Credit Limits and Allowable days of credit for our customers and the fields are greyed out , so we cannot input any data in the field. Also confirm the following


1. Invoices cannot be created for a customer beyond the credit limit set on the system
2. Once the credit day is approaching or reached, without a payment, the system notifies us and also does not allow additional creation of invoices until payments are made or an override happens

Please help clarify


Regards


Dimeji



You received this message because you are subscribed to the Google Groups “ERPNext User’s Forum” group.

To unsubscribe from this group and stop receiving emails from it, send an email to erpnext-user-forum+un…@googlegroups.com.

For more options, visit https://groups.google.com/groups/opt_out.



You received this message because you are subscribed to the Google Groups “ERPNext User’s Forum” group.

To unsubscribe from this group and stop receiving emails from it, send an email to erpnext-user-forum+un…@googlegroups.com.

For more options, visit https://groups.google.com/groups/opt_out.




You received this message because you are subscribed to the Google Groups “ERPNext User’s Forum” group.

To unsubscribe from this group and stop receiving emails from it, send an email to erpnext-user-forum+un...@googlegroups.com.

For more options, visit https://groups.google.com/groups/opt_out.