Unable to create a Sales Order when Customer Credit Limit Handling = Enforce Holds and Customer Credit Limit Includes Orders = F.

The current transaction's amount is always included in the credit limit calculations regardless of the option.

With the following set-up, Customer Credit Limit Handling = Enforce Holds and Customer Credit Limit Includes Orders = F, NetSuite allows users to create sales orders as long as the amount of the current sales order being entered is not more than the credit limit or, if the current Balance is added, will not be over the credit limit.

 

Once created, the sales order does not count toward the Balance. User may then enter more sales orders even if the total of the orders (as long as they are all Unbilled) already exceed the credit limit.

 

For example, Customer X has a credit limit of $ 1000, Balance = 0. User cannot enter a sales order for $1001 but user can enter more than one sales order for $1000 each.