How to Change the Credit Limit or Credit Limit Warning for a customer in Sage 300

Description

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.

Resolution

To allow edit of the Credit Limit options for a customer:

  1. Determine what Group Code is assigned to the customer on the Address tab of the Customer Record
  2. Open Customer Groups and select the Group Code that is assigned to the customer
  3. Select the Credit tab
  4. Check¬†“Allow Edit of Credit Check” and click Save
  5. Close and Re-open Customer Record

The option to change Credit Limit or Credit Limit Warning for a Customer can now be changed.