Publication Date: 8/17/2026 Share Print

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Credit Limit, via Customer Contract Detail

The Credit Limit but_credit limit (small) button allows users to specify the amount of credit the contract's customer is alloted. Work will be conducted until this credit limit threshold is reached, whereupon the customer must provide payment for the remaining work to be carried out. If the Customer goes over their credit limit, it will appear in red in the W/O TPW Balance window.

The Credit Limit window appears as follows.

 

The following information/options are available in this window:
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Order Type

The Credit Limit option being added to the contract.

Credit Limit

The financial credit limit for the Customer. If the Customer goes over their credit limit, it will appear in red in the W/O TPW Balance window.

Description

A description of the credit limit being applied to the contract.

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For additional information, refer to the Balance Sell Button via Work Order Buttons which can be found in the Production Training manual.

See Also

Customer Contract Detail

Material, via Customer Contract Detail

Labor, via Customer Contract Detail

Orders, via Customer Contract Detail

Authorization, via Customer Contract Detail

Tax, via Customer Contract Detail

Print, via Customer Contract Detail

Invoice/Quoted Flat Rate, via Customer Contract Detail

Flat/Surcharge Rate Other, via Customer Contract Detail

Flat Rate Task Card (Cap Limits), via Customer Contract Detail

Release For Authorization, via Customer Contract Detail

Contract Detail, General Tab

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