Published at: 2026-10-12
Configure credit limit release
Release extra occupied credit when a document is not fully shipped or fully converted to a receivable, and you do not want to change the original document.
Overview
The standard product does not currently provide order or order-line close. A project can add a custom Close Order button that calls a function to release credit occupancy. The system creates a negative occupancy record.
This page comes from the Credit Management guide and implementation guide. It is implementation configuration, not a standard frontend menu.
Before you begin
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Credit Management is enabled.
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Historical occupancy cannot be released automatically with shipment, return, or refund.
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Implementers can configure custom buttons and functions.
Steps
- Confirm that the business does not clear occupancy by editing the order, shipment, or receivable.
- On the order or a similar object, add a custom Close Order button that calls the function to release credit occupancy.
- Run close on a test record that already shipped but still shows occupancy.
- Open credit occupancy details and confirm that a negative occupancy record was created and the original occupancy was offset.
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If Account Freeze Records cannot be fully released, use red-ink offset on the customer fund account side. That action is for account freeze, not credit occupancy. Do not mix the two.
Verification
- After close, a negative occupancy record appears and Occupied Amount decreases.
- The original business documents stay unchanged for tracing.