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1. Open the customer record. Navigate to Sales > Customers (select a customer) > Customer tab > Misc tab.
2. Note the Display of:
   1. Credit limit - The maximum amount of credit to be extended to the customer as determined by the Credit Manager from the Credit Application.  When entering an invoice or an order, if the customer will exceed this limit, the transaction will be processed according to the setting in the “Credit Code”.
      1. Blank = no limit.  
      2. It is highly recommended that the The 'Approval' menus (see below) are must be properly configured when applying a credit limit. 
      3. This field is required for the "Credit Code" to operate properly.
   2. AR Balance - Displays the current balance of any outstanding invoice or credit.   
   3. Credit Stop Days- The number of days allowed for payment of the account before stopping credit for this customer.  Enter all 9’s for unlimited.  The The system will allow a cash sale or cash refund for said customer.  When entering an invoice or an order, if the customer will exceed this limit, the transaction will be processed according to the setting in the “Credit Code”.  
      1. Enter all 9’s for unlimited.  
      2. Enter 0 for immediate trigger.
      3. This field is required for the "Credit Code" to operate properly.
   4. Credit Code- This field will determine how the customer’s order/invoice will be processed in the Sales Ticket Entry program when the credit limit is reached. The credit limit will be set in the “Credit Limit” and “Credit Stop Days” fields on this screen.
      1. Refer to the linked page for detailed information on the individual Credit Codes:  Credit Codes
   5. Active- Toggle that allows the Credit Limit to be applied, or ignored with a single click.
   6. PO Required- The record cannot be saved or processed without PO Number entered. If enabled, a prompt will display when creating a transaction to enter this informaiton.
   7. Credit Hold- To be removed.  This feature has been incorporated into the Credit Code of "Monitoring" or "Always Hold"
      
      

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