When creating a new order, ERP Go automatically performs a credit check based on the selected account’s credit limit. This ensures visibility into potential credit risks while allowing flexibility in order processing.
When Does the Credit Check Occur?
The credit check is triggered at multiple stages during the order creation process:
1. Account Selection (Header Level)
If the credit limit of the selected account is zero (0), no credit check is performed.
If the credit limit is greater than zero, the system checks whether the Total Balance (sum of all outstanding invoices) exceeds the credit limit.
If it does exceed, a warning message is displayed:
“The account exceeds the credit limit with this order.”If it does not exceed, the system proceeds to item-level checks.
2. Item Entry (Line Level)
As each product is added to the order, the system checks whether:
Total Balance + Item Price > Credit Limit
If the limit is exceeded:
A warning message is shown.
A flag is set to indicate the user has been notified, preventing repeated alerts for each subsequent item.
The check continues for each line until the warning has been shown once.
3. Quote or Provisional Conversion
When converting a Quote or Provisional Order to a full order, the credit check is also triggered.
If the credit limit is exceeded, the user receives a warning message.
Important: The credit check does not block order creation. It serves as a warning only. Users can proceed with the order at their discretion.
Additional Notes
Users may choose to place an account On Hold / On Stop manually if credit limits are exceeded.
All credit check warnings and user actions are logged in the Action Log for audit and tracking purposes.