Credit limit warnings in NetSuite

NetSuite offers two ways for vendors to be warned when reaching their credit limit:

1. User Preferences:

• This approach allows individual users or the entire company to receive warnings.
• For Individual Users:

1. Users navigate to Home > Set Preferences.
2. Under General, check the box for Credit Limit Warnings.

• For Company-wide warnings:

1. Go to Setup > Preferences > Company.
2. Under Financial, locate the Credit Limit Handling field.
3. Select either Warn Only or Enforce Holds.

• Warn Only: This will display a warning message when creating transactions that exceed the vendor’s credit limit. The transaction can still be saved.
• Enforce Holds: This will prevent saving transactions that exceed the vendor’s credit limit.

2. Vendor Bill Form Customization:

• This method displays the available vendor credit on the vendor bill form itself.

1. Open a vendor bill.
2. Click Customize > Form.
3. Go to the Screen Fields subtab.
4. Locate Available Vendor Credit and check the box next to Show.
5. Click Save.

With this customization, if the transaction amount exceeds the available credit, a warning message will be displayed on the vendor bill form.