Module Description

• Purpose: provide a single view of customer outstandings, control limits, detect overruns, and adjust limits quickly.

• Features:

  • Customer list with Limit (editable) and Actual balance (outstanding);

  • Visual alert when Actual balance > Limit;

  • Bulk action “Edit authorized credit limit” on selected rows;

  • Search and pagination for large datasets.

• Tolerance: automatic margin = min(10% × limit, configured maximum value) to avoid false-positive overruns.

• Configuration: dedicated screen to set the maximum tolerance value (e.g., 5,000).

• Use cases: daily credit control, prioritizing collections, revising credit limits in bulk or case by case according to risk policy.

• Permissions & security: read access for Sales/Order Administration; editing limits restricted to Finance/Admin roles.

• Compatibility: tested on Dolibarr v22; relies on customer data and Dolibarr’s outstanding calculation.

• Best practices: define a clear tolerance policy, periodically review sensitive accounts, and log any credit-limit changes.