Supplier Credit Limit

Hi all,

Just wondering if anyone knows if there is an out-of-the-box solution for monitoring and managing supplier credit limits? Something similar to this question: Ability to monitor our credit limit against a supplier?

Or (thinking out loud here) is it possible to do this by generating a pre-payment invoice/credit memo and then applying purchase invoices against it until the limit is reached?

Alternatively, would it just be best to create a UD field that supplier management team can, well, manage?

Any ideas would be greatly appreciated!

Kind regards,


Being that Suppliers are people you purchase from and generally require a PO approval there was no need for credit limits, so to answer your question yes, you will need to create 2 UD fields. A decimal for the credit limit, and a boolean field to then flag them on credit hold. From there when someone is entering a PO you will at this time need to do your checks and updates. Much like in order entry when someone tries to enter an order for a customer on credit hold it will stop them. This doesn’t seem difficult and should be relatively easy.

Good luck!

1 Like

Hi Aaron,

Thanks for your reply! That’s basically where my thoughts were going if there wasn’t something already available, to just put in the two UD fields as you mentioned and then add in the pre-processing BPM’s as required.

Thanks again!

Kind regards,



You got it. Best of luck and let me know if you need any help with this!