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I can't find anywhere that we can designate that our account with THIS VENDOR is only $5,000 - will do a warning if we enter a bill that would put us over the $5,000.
CJ Forgus
| Company | B&B Wrecking & Excavating Inc. |
| Job Title / Role | Accounting |
| I need it... | 6 months |
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I think the main use for this would be tracking how much credit is still available, as there is no current way of tracking this. As far as I know, this would currently require require manual tracking (i.e. keeping a note somewhere of their limit, running reports to find their balance, doing the math) that would be tedious, especially when attempting to do this for multiple vendors. It makes sense to have a field for credit limits so this can be tracked, even if there is no warning message.
In this case, I think a warning message would be beneficial. It would tell the person entering the invoices that there is an issue that needs to be addressed, whether by ceasing all purchases with that vendor, attempting to increase the credit limit, or making a payment to be under limit. It's better to find this information out on our own vs. finding out with a financing charge or something.
CJ,
I am not quite getting the use case on this. If I have a vendor - which my credit limit is $5,000, and I am entering an invoice form that vendor for more than that $5,000 - what is the purpose of the warning? Can you help shed light on the use case or what you are trying to solve?
Thanks