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Former Member
Dec 19, 2012 at 07:24 AM

credit limit query

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Dear Experts,

can we use a query to prompt a credit limit approval template, where in the query will check the BP a/r balance + post dated check payments vs credit limit.

EG:

BP Name: CVillanueva

Credit Limit: 10,000

New A/R Balance: 1,000

Open Balance: 6,000

Post Dated Checks payments: 4,000

with the situation it will prompt a credit limit approval template