Are Sales Orders with Order Type = "Quote" considered in the Credit Limit calculation?
I have a customer that Sage is telling us "Customer Credit Limit is Exceeded". The customer has a $50,000 credit limit. They have an open invoice balance of $26,000. They have no open sales orders other than sales order type Quote. They have a total of $470,000 in quotes.
In A/R Options, Credit Limit Checking is set to Customer Credit Limit Only. Aging category for Credit Limit Exceeded warning is 120+ days.
Thank you.