The credit limit set on the supplier record (see screenshot below) can be used to prevent creating a new POF or POP (you can set over budget as signature criteria in POHSIG workflow rule). But RFQ has no price at first, hence no value and no impact on the credit level total. So it's not possible to use budget control on RFQ.

However, you can set a process where you need to raise a purchase request (POP) first (to benefit from the credit control based on a self evaluated price or standard cost). Once approved, the POP can be used in a RFQ creation by picking in the left list.

hi Julien,

Thanks for your response, am not sure how I missed this so here I am again as I still have the requirement open. To make it clear, I want to setup credit limit to reflect for customers when we want to invoice them ie in sales process. Please give highlights on that.

Kr

Emmanuel

You can set this up for sales. The standard behavior is to block the sales orders, when you want to ship or invoice. If you want to add more in the quotation phase, I think you need to add some script in the entry point, we did it recently for one of our customers.

You can set this up for sales. The standard behavior is to block the sales orders, when you want to ship or invoice. If you want to add more in the quotation phase, I think you need to add some script in the entry point, we did it recently for one of our customers.

hello Martins, yes I want to add in the Sales and not PO, my earlier explanations are not very clear - would you kindly help with steps in doing so?

Check this video, if you want more help please mail me.

https://youtu.be/stLjo0rFJuE

thanks Martins, will go through this and revert