AR: How to change default Credit Limit for new Debtor: Difference between revisions

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'''Question :''' Every time when I create a new debtor account, the credit limit is set to RM 30000, where can I change the default credit limit to RM 20000?
 
'''Question :''' Every time when I create a new debtor account, the credit limit is set to RM 30000, where can I change the default credit limit to RM 20000?
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<b>Version :</b> 1.8 / 1.9 / 2.0
   
 
[[File:Default credit limit.png]]
 
[[File:Default credit limit.png]]

Latest revision as of 11:06, 18 February 2020

Question : Every time when I create a new debtor account, the credit limit is set to RM 30000, where can I change the default credit limit to RM 20000?

Version : 1.8 / 1.9 / 2.0

Default credit limit.png


Answer :

1) Go to Tools > Options > A/R and A/P > Default Debtor & Creditor.

2) Here you can change the credit limit from RM 30000 to RM 20000, then click on OK.


Default credit limit1.png


3) Try to create a new Debtor and click on the Credit Control. The default credit limit is changed to RM 20000, and you may set “controlled by credit term” too.


Default credit limit2.png


By : Cheryl 190122, Lay Swan 190531, P190603


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