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Open Customer Maintenance
- Open the customer record. Navigate to Customer tab | Misc tab.
- Note the Display of:
- Credit limit -
- AR Balance -
- Credit Stop Days-
- Credit Code-
- Active flag-
- PO Required Flag-
- Credit Hold Flag-
![](/download/attachments/90603609/image2016-6-24%2016%3A11%3A51.png?version=1&modificationDate=1591709570550&api=v2)
Edit Customer Budget
- Open the Customer Budget screen.
- Make the necessary change on Budget Date or Budget Amount. Note that you cannot edit a budget schedule when its date is in the past.
- Save the changes.
Delete Customer Budget
- Open the Customer Budget screen.
- Select the schedules to be deleted.
- Click Remove button.
![](/download/attachments/90603609/image2016-6-24%2016%3A12%3A46.png?version=1&modificationDate=1591709570570&api=v2)
- Click Yes on the confirmation message.
![](/download/attachments/90603609/image2016-1-19%2016%3A46%3A27.png?version=1&modificationDate=1591709570513&api=v2)
Note that budget date cannot be deleted if a payment was already made against it. - Save the changes.
Open Customer Budget
- Open the customer record. Navigate to Customer tab | Misc tab.
- Click the Budget Schedule button to open the Customer Budget screen.
![](/download/attachments/90603609/image2016-3-28%2010%3A37%3A19.png?version=1&modificationDate=1591709570530&api=v2)
Edit Customer Budget
- Open the Customer Budget screen.
- Make the necessary change on Budget Date or Budget Amount. Note that you cannot edit a budget schedule when its date is in the past.
- Save the changes.
Delete Customer Budget
- Open the Customer Budget screen.
- Select the schedules to be deleted.
- Click Remove button.
![](/download/attachments/90603609/image2016-1-19%2016%3A45%3A31.png?version=1&modificationDate=1591709570493&api=v2)
- Click Yes on the confirmation message.
![](/download/attachments/90603609/image2016-1-19%2016%3A46%3A27.png?version=1&modificationDate=1591709570513&api=v2)
- Save the changes.
Open Customer Budget
- Open the customer record. Navigate to Customer tab | Misc tab.
- Click the Budget Schedule button to open the Customer Budget screen.
![](/download/attachments/90603609/image2016-1-19%2016%3A39%3A15.png?version=1&modificationDate=1591709570467&api=v2)