The credit ceiling a company (PartnerAccountId) extends to one customer account (AccountId), and the row that actually blocks trading. ArApSubledgerService looks it up by that company-plus-customer pair, sums the customer's live receivable exposure from OpenTransaction rows that are neither Settled nor Reversed, and reports a breach when that exposure plus the proposed document amount exceeds CreditLimitAmount. The Order and Invoice handlers call it on insert only and throw a validation failure on a breach, so an over-limit customer cannot have a new order or invoice saved; edits to existing documents are not re-checked. The check fails open — no limit row, a zero or null amount, or an unavailable subledger all let the document through. Exposure is recomputed live on every check, so the stored utilised and available columns are not what the gate consults.
Fields
| Field | Label | Type | Required | What it does |
|---|
AccountId | Account | Lookup → Account | | The customer whose trading is being capped. |
AvaliableLimit | Avaliable Limit | Currency | | |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created On | DateAndTime | Yes | |
CreditDays | Credit Days | Number | | Intended as the payment terms in days for this customer. |
CreditLimitAmount | Credit Limit Amount | Currency | | The ceiling that is actually enforced, and the only column the check reads. It must be greater than zero for a limit to be considered to exist at all — a null or zero value makes the check report no limit and lets every document pass, since the gate deliberately fails open. |
CreditLimitName | Name | Text | Yes | |
Id | Id | Guid | Yes | |
Label | Label | Text | | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | The company extending the credit, not the customer receiving it. The gate matches on this alongside the customer, so a limit stamped with a different company from the one on the order or invoice is not found and the document is allowed through unchecked. |
RecordTypeId | Record Type | Guid, hidden | | |
Status | Status | PickList | | Approval state offering Draft, Pending Approval and Approved. Values: Draft, Pending Approval, Approved. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Updated On | DateAndTime | Yes | |
UtilizedLimit | Utilized Limit | Currency | | A stored figure for credit already consumed, but no first-party code writes or reads it. |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditInLine | Edit | EditInline | Edit |
EditListRow | Edit | Edit | EditListRow |
New | New | New | New |
