Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Manage Customer Credit Limits

Use this screen to set up the different credit limits that you offer your customers.

When you set up customers on the Manage Customers screen, Credit Limit is a required field. You must enter credit limits on this screen before you set up the customer tables on the Manage Customers screen.

If your company does not use credit limits, enter a description of No Limit in the Credit Limit Description field, and enter all nines (for example, 99,999,999.99) in the Limit Amount field. You can then use this same credit limit for all customers.

Warning: You cannot delete a credit limit after it has been used in the customer tables. If you modify a description or a limit amount on this screen, it immediately affects all customers who have that limit.