Let me ask you this Catherine, what's the purpose of having a credit limit if you don't want it checked?

Typical BigLouie answer... answer the question with either a sarcastic remark or a stupid question!

We're a bit old fashioned and the credit manager will pull up any questionable accounts in customer inquiry prior to approving sales orders and look at their credit limit and open balance.  This means the orders are approved before entering into sales order entry or invoice data entry.  The credit limit warning serves us no purpose other than another window to click through.

Why not leave credit limit tracking turned on but give everyone the ability to override the credit limit.  That way it notifies you of the overage but you can continue to move forward.  Is this just a matter of having to click on the credit override screen?

I'm with Big Louise BTW and don't thing the question stupid or sarcastic.

Another alternative is to disable credit limit checking in AR and then add a UDF to the Customer Master table to track the credit limit.  This would by-pass the BOI logic associated with the system-provided data component.

It may seem silly but it is just a matter of clicking on the credit override screen as we have given everyone the ability to override the credit limit.  Just trying to speed up the process and eliminate any unnecessary screens.  The UDF isn't an ideal answer for me (have to pay to have it added) but it's a good suggestion and I'll keep it in mind if no other options emerge.

What do you mean have to pay to have it added. It's about the easist thing to do yourself. Not really that hard at all.

And iptadmin I don't see you offering a suggestion anywhere.

sslavin said:

Another alternative is to disable credit limit checking in AR and then add a UDF to the Customer Master table to track the credit limit.  This would by-pass the BOI logic associated with the system-provided data component.

I like this suggestion. I was going to suggest that when I came back from lunch.

Trident Steel said:

It may seem silly but it is just a matter of clicking on the credit override screen as we have given everyone the ability to override the credit limit.  Just trying to speed up the process and eliminate any unnecessary screens.  The UDF isn't an ideal answer for me (have to pay to have it added) but it's a good suggestion and I'll keep it in mind if no other options emerge.

Here's a really good YouTube video on how to create a UDF in AR Customer Master. Just make sure the UDF is numeric

http://www.youtube.com/watch?v=9m9N8dA8oTQ