Published at: 2026-10-12
Grant customer credit
Increase formal or temporary credit for a CRM account after a credit assessment.
Overview
When a credit grant takes effect, the credit balance updates. Formal credit can omit a validity period. Temporary credit must have a validity period, and validity periods can overlap.
Before you begin
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Credit Management is enabled.
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An occupancy rule is available to associate.
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A CRM account can have only one formal credit grant.
Steps
- Open Customer Credit Grant and create a record.
- Select the CRM account and choose formal credit or temporary credit.
- Enter the credit limit. For a Temporary Credit Limit, enter a validity period.
- Associate an occupancy rule.
- Submit for approval. After approval, the grant takes effect and the credit balance updates.
- Open the CRM account and confirm that Credit Control is enabled. Occupancy does not apply until this field is on.
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Customer credit grants support edit and void.
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If formal credit and temporary credit use different occupancy rules, formal credit wins.
Expected result
- The credit grant is in Effective Status.
- The credit balance is updated.
- After Credit Control is enabled, later documents occupy credit by rule.