Sage 200 UKI Ideas Portal

Enable Credit Limits for Quotes on SOP

Would be a good feature to be able to see credit limits across SOP alloptions i.e. Quotes/Pro Forma. Client wants to have more control on what customers are offered when Quoting so would be beneficial for a credit limit pop up to show if the quote would push the account over the credit limit if won. If this is not something possible would be nice to at least see the credit limit when choosing the account in the drop down or a box that shows this so they have a reference point while raising thequoting.

  • Guest
  • Feb 20 2020
  • Idea Accepted - Gauging Support