How to Set a Customer Credit Limit in EDGEBIC

To set a customer credit limit in EDGEBIC by User Solutions, open the Customers tab, edit the customer, enter the value in the Credit Limit field under Financial Information, and click Save Customer. The limit must be zero or positive. It is purely informational: EDGEBIC warns when the customer's balance exceeds it and never blocks an order. For the concepts behind customer records, read customers and departments explained.

Before you start

• The customer record exists. If not, see how to add a customer.
• You have the limit from whoever owns credit in your business. This is a finance number, not a planning number.
• You have the current balance to hand too, because the warning compares the two and a stale balance produces noise.
• Decide who will refresh both figures and how often. That decision matters more than the initial value.

Steps

1. Open the Customers tab from the main navigation.
2. Find the customer. Type in the grid's search panel to filter, and untick Active Only if the record is inactive.
3. Click the edit button in the row's Actions column. The dialog opens with the heading Edit Customer.
4. Go to the Financial Information section.
5. Enter the Credit Limit. It must be zero or positive. Enter 0 if you do not want the check to run at all.
6. Update Current Balance in the same visit if you have a fresher figure. That field is usually maintained from your accounting system.
7. Enter the Tax ID while you are there if the customer's documents need it.
8. Click Save Customer.

If the balance you entered exceeds the limit, a Validation Warnings prompt lists the issue and asks "Do you want to continue saving?" Click Yes to save anyway.

What changes when you save

The design here is deliberate. Credit control is a business process with people and judgment in it, so EDGEBIC surfaces the condition and leaves the decision where it belongs. If you need production actually held for an over-limit account, control that through the manufacturing order, because that is the object the scheduler reads.

How to check it worked

1. Confirm the new value in the Credit Limit column of the customer grid.
2. Re-open the customer and save without changing anything. If the balance exceeds the limit, the warning should appear. If it does not and you expected it to, check that the limit is not zero.
3. Raise a test order or quote for the customer and confirm it is not blocked. That is the correct behavior.
4. Check the balance figure against your accounting system. A limit is only meaningful next to a current balance.

Common mistakes

Setting a limit nobody refreshes. The check compares two maintained fields. If neither is updated, the warning fires on every save until people stop reading it.

Expecting the limit to enforce anything. It does not block orders, quotes, or scheduling. It raises a prompt.

Entering a negative value. The field must be zero or positive, and a negative entry is rejected.

Treating the balance as calculated. EDGEBIC does not derive a receivable balance from orders. The number is whatever was last entered.

Once the financial fields are current, the other half of the account picture is the work itself: how to view a customer's order history puts every order and quote for one account in a single dialog. All the single-task recipes are indexed in the EDGEBIC how-to library, and the EDGEBIC product page shows how order data meets finite capacity.