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Credit Limit at the National Account Level

  • 1.  Credit Limit at the National Account Level

    Posted Jan 13, 2020 10:38 AM
    Is it possible to set a credit limit at the National Account Level.

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    Andrew Stauffer
    Wagner-Meinert, LLC
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Credit Limit at the National Account Level

    SILVER CONTRIBUTOR
    Posted Jan 13, 2020 04:42 PM
    Hello Andrew!  Yes, it is possible.  In National Accounts Maintenance, select the National Account.  Tick the box next to "Base Credit Check on Consolidated National Account" (see screenshot) and save.

    Once this set-up is saved, the parent and child(ren) of the National Account will follow the credit limit set on the National Account parent.  It will also use the parent and child(ren)'s combined balances to calculate if the credit limit is met.

    Let me know if this helps, if you have further questions, or if I've completely missed the mark of what you're looking for.

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    Sarah Brewster
    Implementation and Support
    ActivReporter by nQativ
    Lubbock TX
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Credit Limit at the National Account Level

    Posted Jan 13, 2020 05:02 PM
    Thank you Sarah!

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    Andrew Stauffer
    Wagner-Meinert, LLC
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    Academy - Online Interactive Learning from Experts


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