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Question

How can the credit limit control can be linked to the payer instead of the ordering customer?

  • September 21, 2026
  • 1 reply
  • 25 views
Do Gooder (Partner)
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Hi everyone,

In IFS, customer receivables are currently linked to the ordering customer. We need them to be linked to the payer instead.

Has anyone configured this before? Is there a standard setup, or does it require a customization?

Thanks in advance for your feedback.

1 reply

Do Gooder (Employee)
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  • gleb.batov
  • Do Gooder (Employee)
  • September 25, 2026

Hi ​@H.HAFSA,

 

This is the standard functionality, no customization needed.


I found two options:

1. Invoice Customer - set the payer as Invoice Customer on the customer record or on the order. The invoice customer is taken into account in the credit check. Put the credit limit on the payer, leave the ordering customer blank.

2. Corporate credit relationship (Customer > Credit Info) - payer as parent, ordering customers as children. The check looks at the child's limit first if one is defined, then moves to the parent. Leave the children blank and everything lands on the parent limit. Better fit if several ordering customers share one payer.

 

 

Please let me know if you have more questions,

Gleb

 

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