If a customer deals with multiple companies created in X3, there is no way to split the credit limit and management depending on the company the customer is dealing with.
For example, there is a tab on the BP master file that enables different tax rules, payment terms, early discounts, and accounting codes attributed by company. But nothing for the deafult bank account or credit limit.
This therefore assumes that the credit limit is the total credit across all companies, for a customer in particular.
For productivity, it would also make sense to be able to define the default bank per company, at the BP level
by: Jean D. | over a year ago | Financials
Comments
This also came up during Sage Summit - C-0179 Influencing the Design session