for a child account with a Bill to Parent - - do we need to put the credit limit on the child on the Credit Information Menu?
Hi,
It depends…
If you have set the child customer to have an invoice customer as found in the customer / order tab invoice customer “and” the credit control groups test credit, then a customer order for the child can be credit blocked based on the invoice customer credit limit.
However, an instant invoice to the child would not test the credit in the same way. If the child had no credit limit, the instant invoice would not be stopped.
A better process may be to consider the parent child credit functionality on the customer credit tab. It has greater functionality / options - such as use the parents credit limit. See page help from this screen.
Hi Thomas,
We are using the Customer Credit Tab for the Parent / Child relation ship. But we also have some customers where the invoice goes to another location. Just trying to determine the hierarchy for the credit limits and if one is necessary on the child.
Hi,
In your example - then no, the child customer does not require a credit limit.
See the following.
Per the following and the other print screen, I had set up a credit relation were the child had null credit limit and the connected parent company had 800. The resulting 1000 invoice for the child company was tested for credit. The child used the 800 credit from the parent.
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