Customer Credit Limits and Credit Limit Types

🌐 NL · Last reviewed: 27 May 2026

Customer Credit Limits and Credit Limit Types

DXSteel uses a multi-tier credit model: per customer you can record several credit limits of different types, each with its own currency, ceiling, validity date, and external reference. On sales order release, every layer is evaluated.

Setup workflow

Open Credit Limit Types and create one record per type (e.g. INDUSTRY, CORPORATE, SUBSIDIARY).
Open Customer Credit Limits for the customer and add a limit per type.
Fill the ceiling in local currency (LCY) or foreign currency (FCY). DXSteel converts automatically via the Exchange Rate table.
Set Valid To (blank = unlimited).
Fill External No. when the customer carries its own reference (parent order, framework agreement).
Run the Calculate Credit Limits report periodically to recompute consumed amounts.

Field reference

Field	Purpose	Mandatory
Credit Limit Type	References the type master.	Yes
Credit Limit (LCY) / (FCY)	Ceiling — mutually exclusive: populate one.	Yes (at least one)
Currency Code	If set, DXSteel converts FCY→LCY via the Exchange Rate.	Conditional
Valid To	Expiry. Blank = permanent.	No
Description	Free text.	No
Remark	Internal note.	No
External No.	Customer reference (parent order, framework agreement).	No
Last Modified DateTime / By User	Audit trail, auto.	Read-only

Release-time workflow

On Release of a sales order, DXSteel sums open orders for each linked credit limit type.
If a ceiling is exceeded, release is blocked (or requires explicit override depending on your policy).
The Calculate Credit Limits report can be scheduled (e.g. daily) to keep consumed amounts in sync.

Best practices

For corporate customers, stack limits: one at parent level (Type = CORPORATE) plus separate limits per subsidiary (Type = SUBSIDIARY). DXSteel checks both layers on release.

Schedule the Calculate Credit Limits report as a Job Queue task (e.g. 02:00). Working hours then always show fresh consumed-credit numbers.

A lapsing Valid To date blocks new orders. Set a reminder cycle (e.g. 30 days before expiry).

Customer Credit Limit Factbox — on the customer and order cards.
Available Credit — customer card extension showing current consumption per type.

[Screenshot: Customer Credit Limits with multiple tiers for one customer]