How to Change the Credit Limit or Credit Limit Warning for a customer in Sage 300
When trying to modify Credit Limit settings (Credit Limit or warning) for a Customer Record on the Processing tab, the options are greyed out and cannot be changed.
To allow edit of the Credit Limit options for a customer:
- Determine what Group Code is assigned to the customer on the Address tab of the Customer Record
- Open Customer Groups and select the Group Code that is assigned to the customer
- Select the Credit tab
- Check “Allow Edit of Credit Check” and click Save
- Close and Re-open Customer Record
The option to change Credit Limit or Credit Limit Warning for a Customer can now be changed.