Save a credit sale: what you see

Q: Can I save twice by pressing Save again?

No. While the check runs, a second Save or Ctrl+S is ignored.

Q: The dialog shows two amounts for a foreign-currency invoice.

The check works in local currency . The dialog shows the local amount, with the amount you entered and the rate.

Q: The dialog lists a reason I do not understand.

Each reason is labelled Over credit limit , Past credit days or Credit hold , with a sentence that names the figures. Compare them with the customer's Amount limit and Day limit in Accounting ( Customer details in Accounting that CRM uses ).

This is what you see on the Sales invoice, Goods delivery note (challan) and Sales order entry screens when CRM is on. For POS bills and recurring invoices see Which sales are checked.

Fill in the document and press Save
Who
Sales staff
Where
The sales invoice, delivery note or order entry screen > Save (or save and print)
What changes
The screen checks the exact document against the customer's credit first. A second Save click, or Ctrl+S, while this runs is ignored, so the document cannot be saved twice.
All is well: the document saves
What changes
No dialog. This is the usual case: within terms, paid in full now, or a cash ledger.
Warning: read, then continue
Where
The dialog Credit warning for the customer
What changes
"Check before you save: the customer is outside their credit terms. You can still save after reviewing the figures below." Press Continue and save, or Back to invoice (challan, order).
Blocked: the save stops
Where
The dialog Credit blocked for the customer
What changes
"This sale is outside the customer's credit terms. Take payment now, reduce the amount, or ask a credit approver to release this sale." There is no save button. Request credit release opens the request (Credit releases: ask, decide, use).
Needs
To go on: take payment now (a sale paid in full is never blocked), reduce the amount, or have a release approved and save again.
Blocked while enforcement is off: read, then continue
Where
The dialog Credit warning for the customer
What changes
With Stop credit-blocked sales on save off in CRM settings the sale would be saved anyway, so the screen shows the block as a warning: "Credit enforcement is switched off in CRM settings, so you can still save." The reasons still read as a block. Continue and save saves it (CRM settings and what each one does).
A release covers it
Where
The dialog Credit release applies
What changes
"Credit release CRL-... covers this sale. An approver released it for this customer. It is marked as used when you save." The button reads Save using CRL-....
The sale is checked again as it is saved
What changes
If it passes, the document is saved, and the release (if any) is marked Used by it at the same moment. If the customer's position changed in between (another sale, a hold), the save is refused and nothing is saved.
Refused on save
Where
The Credit blocked dialog, headed The server stopped this save
What changes
It shows the reason and the refreshed figures. If the new figures no longer block: "The customer's position has changed since this save was tried. Save again to check it once more."

Worked example: the same customer, four invoices

ABC Traders has an Amount limit of 100,000 with the action Block and a Day limit of 30 days with the action Warning. In the branch of the sale it owes 85,000, and its oldest unpaid bill is dated 35 days ago. Each new invoice gives 30 days to pay.

The invoice	Left on credit	Balance after	What the check finds	What you see
10,000, nothing paid with it	10,000	95,000	Within the limit. The oldest bill is 35 days old, so Past credit days (a warning)	Credit warning: read, then Continue and save. It saves
20,000, nothing paid with it	20,000	105,000	Above 100,000: Over credit limit (a block), and Past credit days	Credit blocked: "Balance after this document would be 105,000.00 against a credit limit of 100,000.00." No save button
20,000, a receipt of 20,000 saved with it	0	Not checked	A sale paid in full is never checked	It saves with no dialog
20,000, a receipt of 5,000 saved with it	15,000	100,000	100,000 is not above the limit. Past credit days (a warning)	Credit warning. It saves after Continue and save

In the blocked case the salesperson can take payment now (the third row), reduce the amount so that the balance after is 100,000 or less, or press Request credit release (Credit releases: ask, decide, use).

What the dialog shows

The reasons, each labelled Over credit limit, Past credit days or Credit hold, with a sentence that names the figures.
The figures: the invoice (challan, order) amount, Paid now, Balance before, Balance after, Credit limit, Headroom, Oldest unpaid bill, Credit term, Credit hold. For a foreign-currency document the local amount is shown with the entered amount and the rate. Where limits are kept per business unit: "Limits are kept per business unit; figures are for this document's business unit."
Releases that do not fit: "Approved release CRL-... does not cover this sale. It is for X; this sale needs Y." or "It is for a sales order.", with its end date.
Requests already made: "You already asked for a release for this customer", with each pending request and "Once it is approved, save again and it is applied automatically."

What happens when ...

When ...	The document	The customer's account	CRM
The check allows it	Saved	Posted as always	Nothing
You continue past a warning	Saved	Posted as always	Nothing (the warning is not recorded)
The check blocks it	Not saved	Nothing	Nothing, until you ask for a release
A release is used	Saved	Posted as always	The release shows Used, with the document number, amount and date
It is refused as it is saved	Not saved	Nothing	Nothing
The check cannot run	Not saved	Nothing	Nothing: see When the credit check cannot run

When the first check cannot answer

If the screen cannot get an answer from the CRM credit check before saving (for example the connection drops), it falls back to its own credit rule, using the figures it loaded when you picked the customer, under the heading Credit check unavailable ("The CRM credit check could not be reached, so this screen's own credit rule was applied. The server checks the sale again when you save."). If the document is not one CRM checks (for example the ledger is not a customer), the heading is Checked with this screen's credit rule. Either way, the sale is still checked as it is saved.

Common questions

The dialog has no save button.

That is a block. Read the reasons in the dialog. Take payment now, reduce the amount, or press Request credit release and have an approver decide it on the Credit Desk. Then save again: the approved release is applied by itself.

Can I save twice by pressing Save again?

No. While the check runs, a second Save or Ctrl+S is ignored.

I pressed Continue and save. Is the warning recorded anywhere?

No. A warning is only for you to read: nothing is stored, and the invoice is saved as usual.

The dialog shows two amounts for a foreign-currency invoice.

The check works in local currency. The dialog shows the local amount, with the amount you entered and the rate.

The dialog lists a reason I do not understand.

Each reason is labelled Over credit limit, Past credit days or Credit hold, with a sentence that names the figures. Compare them with the customer's Amount limit and Day limit in Accounting (Customer details in Accounting that CRM uses).