Credit Days and Credit Limit

[Dimeji Matesun]

Gentlemen, 

We wish to set up Credit Limits and Allowable days of credit for our customers and the fields are greyed out , so we cannot input any data in the field. Also confirm the following 

1. Invoices cannot be created for a customer beyond the credit limit set on the system

2. Once the credit day is approaching or reached, without a payment, the system notifies us and also does not allow additional creation of invoices until payments are made or an override happens

Please help clarify

Regards

Dimeji

[furniture.elegance]

Intresting question..
We too would love to know the answer..
Thx and happy holidays to all

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[Anand Doshi]

Hi Demiji and Firoze,

The fields are disabled in the Account form, because they are not to be changed from there.

For a customer, go to the Customer form and change the Credit Days and Credit Limit. Also, since the permlevel of that field is 1, only roles with write permission on level 1 can change its value. Based on default permissions, it should be a user with the role "Sales Master Manager".

Thanks,

Anand.