Multi-Currency and Credit Limit

Credit Limit is calculated based on the Total of all Currency in the customer record using the exchange rate.

Example:

1. Customer have the following currency:

a. Primary = USD

b. Secondary = Euro

C. Exchange Rate = $1 to Euro 0.89

2. Credit Limit = 2,000.

3. Balances:

a. USD = 1,000.00

b. EUR = 891.50

Total = 2,000

4. Navigate to Setup> Accounting> Accounting Preferences> General> Customer Credit Limit Includes Orders = True or checked

5. If a user creates a sales order for the customer they will encounter the following message:

a. USD: Customer balance of 2000.00 exceeds credit limit of 2000.00

EUR: Customer balance of 2000.00 exceeds credit limit of 2,000