Overriding Credit Limits When Invoicing

Overriding Credit Limits When Invoicing

There are two key settings involved in overriding credit limits at the time of invoice creation.

1. INV > Setup Information > Invoicing Setup Options > General Information

   1. On Screen 1 of 3, you will see the question “Allow invoices over credit limit with no additional prompt?”

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   2. If you answer this as N (No) or an A (No for All Billing Splits), you will see a warning question when invoicing asking if you would like to override the credit limit.

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   3. If you say yes to this Override Credit Limit? question, AGRIS will either prompt for the user ID and password of a user that has security rights high enough to override or will not if the logged in user has high enough rights.

2. The security setting that allows users to override themselves or prohibits users from overriding and prompts for login credentials is:

   1. In Customize > System Security > 4. Edit Security Levels, then ACR > General Options > Override Sales Credit Limit

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   2. For users you want to be able to override themselves, this setting needs set to a Yes (level 1 or higher). When invoicing, AGRIS will warn that they are invoicing over the credit limit (if you answered N or A to the Setup question in Inventory mentioned in Step 1), but not require a username and password because they are already logged in and have sufficient security rights.

   3. For users you want to be required to enter a username and password to override, make the security option a No (level 0). When these users try to invoice over the credit limit, the user ID and password of one of the users that has the system security option set to a Yes will be required to be entered.