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How to set credit limit for a party?

How to set credit limit settings for a party? Credit limit settings is done at two stages. STAGE I: Accounts - Master - To enter the credit amount for  the selected party
  • Accounts> Masters>Ledger>Accounts Master
  • Select the Party Account by typing Code or Name
  • Select Tab – Limits
  • Check the Credit allowed?
  • Enter credit limit
  • Click Save
  STAGE II: To apply the above set credit limit for a particular BIZ Type
  • Admin>Masters>Organisation>Checkingsettings
  • Select Transaction
  • Select Module e.g.,as Sales
  • Select class e.g.,as Sales Invoice
  • Select Biz Transaction type,  as Sales Invoice
  • In the Checking setting screen grid against the field  "Credit Limit exceeds"
  • To restrict saving the invoice, Select Type as Error(default)
  • To show an alert message with Balance and credit limit for the party Select Type as warning
  • To deactivate this setting,Select Type as No check
   

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