Kindly check if the accounting preference ‘Customer Credit Limit Handling’ is set to ‘Enforce holds’. Only when the option is ‘Enforce holds’ does NetSuite block the entry of a sales order or invoice that puts the customer at or above their credit limit. This method also blocks the addition of items to existing orders for… Continue reading User able to create SO even if customer credit limit has reached
Tag: customer credit
Set Default Term for New Customer Records
Solution 1. Navigate to Setup> Accounting> Accounting Lists. 2. Select Term on the Filter. 3. Click Edit on the desired term, then enable the Preferred checkbox. 4. Click Save.