Customer credit limit

ERPNext Accounting
1
Hi ,


what should i do if i got this case:
Customer x has credit limit for 50.000.000 rupiah , and he ordering with total 75.000.000 , so in actual we need to get advace payment from x for example x pay 50.000.000 in advance so x just have 25.000.000 of loan , how we do it , i have tried to :
1. create SO
2. create JV for advance payment (Save & Submit)
3. sumbit the SO

actual:
i still got message that SO is crossed customer credit limit

axpected :
i can submit the SO and create invoice so i can record the advance in SO



Thanks,
Bobby

–

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.

To view this discussion on the web visit https://groups.google.com/d/msgid/erpnext-user-forum/1f9fc42e-c012-46e1-85bf-d94d0dcb5e6b%40googlegroups.com.

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

2
I have tried to replicate the scenario using your data, but could not replicate the issue. After making advance payment entry, system allow me to submit the SO. If you give some screen-shots of your entries, it will give a better understanding.


On Thu, Jul 3, 2014 at 10:42 AM, Bobby Hartanto <bo...@gmail.com> wrote:
Hi ,


what should i do if i got this case:
Customer x has credit limit for 50.000.000 rupiah , and he ordering with total 75.000.000 , so in actual we need to get advace payment from x for example x pay 50.000.000 in advance so x just have 25.000.000 of loan , how we do it , i have tried to :
1. create SO
2. create JV for advance payment (Save & Submit)
3. sumbit the SO

actual:
i still got message that SO is crossed customer credit limit

axpected :
i can submit the SO and create invoice so i can record the advance in SO



Thanks,
Bobby

–

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.

To view this discussion on the web visit https://groups.google.com/d/msgid/erpnext-user-forum/1f9fc42e-c012-46e1-85bf-d94d0dcb5e6b%40googlegroups.com.

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


–

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.

To view this discussion on the web visit https://groups.google.com/d/msgid/erpnext-user-forum/CAMfNnTivHQkGm16P-DpTQV6d2bv6x5r8ZaL%2BaOC172o0b6gXmw%40mail.gmail.com.

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

3
Hi Nabin,


Thanks for the reply , for beter understanding please visit my testing site http://119.235.248.126 , i had jv-04 for the advance and SO 04 that i would like to submit



Thanks,
Bobby


On 3 July 2014 12:49, Nabin Hait <na...@iwebnotes.com> wrote:
I have tried to replicate the scenario using your data, but could not replicate the issue. After making advance payment entry, system allow me to submit the SO. If you give some screen-shots of your entries, it will give a better understanding.


On Thu, Jul 3, 2014 at 10:42 AM, Bobby Hartanto <bo...@gmail.com> wrote:
Hi ,


what should i do if i got this case:
Customer x has credit limit for 50.000.000 rupiah , and he ordering with total 75.000.000 , so in actual we need to get advace payment from x for example x pay 50.000.000 in advance so x just have 25.000.000 of loan , how we do it , i have tried to :
  1. create SO
    2. create JV for advance payment (Save & Submit)
    3. sumbit the SO

    actual:
    i still got message that SO is crossed customer credit limit

    axpected :
    i can submit the SO and create invoice so i can record the advance in SO




Thanks,
Bobby

–

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.


–

You received this message because you are subscribed to a topic in the Google Groups "ERPNext User's Forum" group.

To unsubscribe from this topic, visit https://groups.google.com/d/topic/erpnext-user-forum/0wLWoULkIyU/unsubscribe.

To unsubscribe from this group and all its topics, send an email to erpnext-user-forum+un…@googlegroups.com.


To view this discussion on the web visit https://groups.google.com/d/msgid/erpnext-user-forum/CAMfNnTivHQkGm16P-DpTQV6d2bv6x5r8ZaL%2BaOC172o0b6gXmw%40mail.gmail.com.


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

–

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.

To view this discussion on the web visit https://groups.google.com/d/msgid/erpnext-user-forum/CAL0R-sA%2B62X906hDBh6uW%3DFwG_awJFF9kOf3D%3D5D6EMVv%2B%3D8zA%40mail.gmail.com.

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

4
Check General Ledger report for that customer. The customer still have outstanding more than credit limit.


On Thu, Jul 3, 2014 at 11:26 AM, Bobby Hartanto <bo...@gmail.com> wrote:
Hi Nabin,


Thanks for the reply , for beter understanding please visit my testing site http://119.235.248.126 , i had jv-04 for the advance and SO 04 that i would like to submit




Thanks,
Bobby


On 3 July 2014 12:49, Nabin Hait <na…@iwebnotes.com> wrote:

I have tried to replicate the scenario using your data, but could not replicate the issue. After making advance payment entry, system allow me to submit the SO. If you give some screen-shots of your entries, it will give a better understanding.


On Thu, Jul 3, 2014 at 10:42 AM, Bobby Hartanto <bo...@gmail.com> wrote:
Hi ,


what should i do if i got this case:
Customer x has credit limit for 50.000.000 rupiah , and he ordering with total 75.000.000 , so in actual we need to get advace payment from x for example x pay 50.000.000 in advance so x just have 25.000.000 of loan , how we do it , i have tried to :
  1. create SO
    2. create JV for advance payment (Save & Submit)
    3. sumbit the SO

    actual:
    i still got message that SO is crossed customer credit limit

    axpected :
    i can submit the SO and create invoice so i can record the advance in SO




Thanks,
Bobby

–

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.


–

You received this message because you are subscribed to a topic in the Google Groups "ERPNext User's Forum" group.

To unsubscribe from this topic, visit https://groups.google.com/d/topic/erpnext-user-forum/0wLWoULkIyU/unsubscribe.

To unsubscribe from this group and all its topics, send an email to erpnext-user-forum+un…@googlegroups.com.


To view this discussion on the web visit https://groups.google.com/d/msgid/erpnext-user-forum/CAMfNnTivHQkGm16P-DpTQV6d2bv6x5r8ZaL%2BaOC172o0b6gXmw%40mail.gmail.com.


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

–

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.

To view this discussion on the web visit https://groups.google.com/d/msgid/erpnext-user-forum/CAL0R-sA%2B62X906hDBh6uW%3DFwG_awJFF9kOf3D%3D5D6EMVv%2B%3D8zA%40mail.gmail.com.

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

–

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.

To view this discussion on the web visit https://groups.google.com/d/msgid/erpnext-user-forum/CAMfNnTjm7kybWwtuER9Wwpo2wybszqOrGWKX2i2m%2Bcc9-tE5KQ%40mail.gmail.com.

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

5
oow i found it... thanks for figuring that out for me.....



thanks,
Bobby


On 3 July 2014 13:22, Nabin Hait <na...@iwebnotes.com> wrote:
Check General Ledger report for that customer. The customer still have outstanding more than credit limit.


On Thu, Jul 3, 2014 at 11:26 AM, Bobby Hartanto <bo...@gmail.com> wrote:
Hi Nabin,


Thanks for the reply , for beter understanding please visit my testing site http://119.235.248.126 , i had jv-04 for the advance and SO 04 that i would like to submit




Thanks,
Bobby


On 3 July 2014 12:49, Nabin Hait <na…@iwebnotes.com> wrote:

I have tried to replicate the scenario using your data, but could not replicate the issue. After making advance payment entry, system allow me to submit the SO. If you give some screen-shots of your entries, it will give a better understanding.


On Thu, Jul 3, 2014 at 10:42 AM, Bobby Hartanto <bo...@gmail.com> wrote:
Hi ,


what should i do if i got this case:
Customer x has credit limit for 50.000.000 rupiah , and he ordering with total 75.000.000 , so in actual we need to get advace payment from x for example x pay 50.000.000 in advance so x just have 25.000.000 of loan , how we do it , i have tried to :
  1. create SO
    2. create JV for advance payment (Save & Submit)
    3. sumbit the SO

    actual:
    i still got message that SO is crossed customer credit limit

    axpected :
    i can submit the SO and create invoice so i can record the advance in SO




Thanks,
Bobby

–

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.


–

You received this message because you are subscribed to a topic in the Google Groups "ERPNext User's Forum" group.

To unsubscribe from this topic, visit https://groups.google.com/d/topic/erpnext-user-forum/0wLWoULkIyU/unsubscribe.

To unsubscribe from this group and all its topics, send an email to erpnext-user-forum+un…@googlegroups.com.


To view this discussion on the web visit https://groups.google.com/d/msgid/erpnext-user-forum/CAMfNnTivHQkGm16P-DpTQV6d2bv6x5r8ZaL%2BaOC172o0b6gXmw%40mail.gmail.com.


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

–

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.

To view this discussion on the web visit https://groups.google.com/d/msgid/erpnext-user-forum/CAL0R-sA%2B62X906hDBh6uW%3DFwG_awJFF9kOf3D%3D5D6EMVv%2B%3D8zA%40mail.gmail.com.

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

–

You received this message because you are subscribed to a topic in the Google Groups "ERPNext User's Forum" group.

To unsubscribe from this topic, visit https://groups.google.com/d/topic/erpnext-user-forum/0wLWoULkIyU/unsubscribe.

To unsubscribe from this group and all its topics, send an email to erpnext-user-forum+un…@googlegroups.com.


To view this discussion on the web visit https://groups.google.com/d/msgid/erpnext-user-forum/CAMfNnTjm7kybWwtuER9Wwpo2wybszqOrGWKX2i2m%2Bcc9-tE5KQ%40mail.gmail.com.


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

–

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.

To view this discussion on the web visit https://groups.google.com/d/msgid/erpnext-user-forum/CAL0R-sCFK_RPXBz-PKvD-uyTJvCXhSScTRpQro1sj5zUZJAAFw%40mail.gmail.com.

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

6

how to set individual customer credit limit