Party Limits and Defaults

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Master

Account Head

Define the credit limits for a party.

See Video - Define Party Limits

Credit Limits

dsGST support the following type of limits.

• Bill Value
• Credit Limit
• Days Limit
• Number of Bills

These limits can be defined in the Accounts Master form.

If any of these values is breached, bill for the party gets locked by dsGST. A limit left at 0 is not checked.

Limit Type	Description	When it blocks
Bill Value	The maximum permitted bill value for a single sale entry.	This bill's total is over the limit.
Credit Limit	The maximum total outstanding amount (sum of all due bills) that is permitted for a party.	The party's outstanding, including this bill, is over the limit. When you edit a bill, only the change in its value counts. Individual lines are checked too: a line that would cross the limit can't be added.
Days Limit	The maximum number of days within which the party must clear a bill	The party's oldest unpaid bill is older than this many days.
Number of Bills	The maximum number of bills that a party can have outstanding.	Saving this bill would leave more unpaid bills than the limit. A bill that is already unpaid is counted once, so editing it never trips the limit. A cash bill doesn't count when Post Cash Sale (Bill) to Cash is on in Set Defaults.

A blocked limit disables Save on the Sale form, with the reason in the Limit box. An Admin user with All permission for Sale can tick No Limit to save anyway — see Why a Button Is Disabled. POS Sale has no No Limit box, so there the limits always block.

How it works!

When a party is selected in the Sales Form - the limits are loaded and current outstanding status for each type of limit is checked.

If a limit gets violated, Locked is shown in the outstanding status area and the reason for violation is highlighted.

Other Defaults

Lock Cash / Lock Credit

• Lock Cash - Will not allow creation of Cash Bills for the party.
• Lock Credit - If credit bills are not permitted for this party.
• Both Lock Cash and Lock Credit - No bills are permitted (Party is Locked)

Std Disc

• Std Disc - (Standard Discount) for the party.

Whenever this party is selected in a new bill - this standard discount is automatically applied.

Frt / Cs

• Frt/Cs - (Freight per Case) is displayed at the time of billing to enable proper application of freight charges if applicable.

Min Exp

• Min Exp - (Minimum Expiry) is the party specific setting for the minimum months left for expiry that may be billed for this party.

A user with permission All for Sales can override it by ticking All next to the batch expiry on the Sale form. The line is then allowed, and the Limit box notes the override.