credit limit in 8.82

[Former Member]

Hello,

I have setup the Credit Limit deviation approval procedure.  The problem is that not all the customers have credit limit.  So they are set to "Blank" in the credit limit and commitment limit in the BP master.

The approval procedure still kicks in when user tries to issue invoice for those customers.  I have tried inputting "0" instead of leaving the field "blank" in the credit limit field but either way, SBO will still invoke the approval procedure.

Is there anything I have done wrong?

Thanks in advance.

[Former Member]

Hi Alan,

the default deviation from credit limit term will treat those blank credit limit as zero. Hence will require you to enter a credit limit on all BP's.

Instead of using the predefined terms use terms based on user queries instead and attach the query I sent you

Regards

JP

[Former Member]

Hi Alan,

Try using approval query like this

SELECT DISTINCT 'TRUE'

FROM OCRD T0

WHERE T0."CardCode"=$[$4.0.0] and T0."CreditLine"<>0 and (T0."Balance"+$[$29.0.number])>T0."CreditLine"

Regards

JP

[Former Member]

Dear Jun,

Thanks for your quick suggestions.  You mean to say that the default template in SBO cannot differentiate customers who has no credit limit?