Adjust config data option CREDITLIMIT to enforce user credit limit (as defined on the Company sub-tab).

• If set to NONE: Q360 will not provide any enforcement of credit limits.
• If set to WARNING: a warning message will appear, but the service call/order/quote can still be created and user may proceed. This implies that the Balance value has exceeded the Credit Limit value (defined on the Company sub-tab). User will get a pop-up message “Attention.”
• If set to NOSHIP: user will not be able to process any of this customer’s orders and the status of the order will remain in current status.
• If set to BLOCK: user will not be able to confirm any Orders. User will be able to approve Quotes (status will be CONVERTED), but the Order that is derived from the Quote will remain in Dataentry status.  When user closes the message, the order will not be processed any further.

WARNING, NOSHIP, and BLOCK are calculated as follows: Credit Limit – (Current Balance + Orders in Progress + Current Order Being Processed) < 0 (ZERO)

Note: If Customer Status is set to CREDITHOLD, the system will override the Credit Limit config control and prevent user from proceeding. This check will be done wherever the customer’s credit limit is checked when approving orders and shipping orders (including Ship and PartShip).  Confirming Quotes/Orders or creating service calls will produce a warning message.

These config options are not configurable by users/admins.  Please contact the Q360 Customer Care Team (support@solutions360.com) for assistance with these settings.