When you confirm a draft sales order, OCTO Ops checks whether confirming it would put the customer past the credit limit on their customer record. If it would, the confirmation is refused and the order stays in Draft.
What counts toward the limit
The figure compared against the limit is the customer's total exposure — what they already owe, plus what this order would add:
| Counted | What it is |
|---|---|
| Invoices | Every active invoice raised against the customer, at its full total |
| less Payments | Every active payment recorded against those invoices |
| less Credit notes | Every active credit note issued to the customer |
| plus This order | The total of the order you're confirming |
If that total exceeds the customer's credit limit, confirmation is blocked.
The order's own total is included on purpose. Checking only past debt would let a customer sitting just under their limit place an order many times larger than it and have it sail through — the whole point of the check is to catch the exposure the new order creates.
What you see when an order is blocked
The order page shows the four figures — credit limit, outstanding, this order, and total exposure — so it's clear how far over the line the order is and by how much. The order is left exactly as it was.
From there, the usual routes forward are to reduce the order, collect payment against the customer's outstanding invoices, or raise their credit limit on the customer record.
Overriding a block
Team Owners and Admins see a Confirm anyway button on a blocked order. Selecting it confirms the order despite the breach.
Every override is recorded on the audit trail against the order, along with who did it and the four figures as they stood at the time. Ordinary confirmations are recorded too — the trail distinguishes the two.
Reps and other members don't see the button. They're told to ask an administrator instead.
When the check doesn't apply
The check is skipped, and the order confirms normally, when:
- The order has no customer. There's nobody to check a limit against.
- The customer record no longer exists.
- The customer has no credit limit set. A blank credit limit means "not credit-managed", not "a limit of zero".
- The order is in a different currency from the organisation's Finance currency. Outstanding balances and the limit are both held in the Finance currency, so comparing them against a foreign-currency order would give a meaningless answer. Older orders created before currency was recorded on orders are still checked.
Two things this check deliberately does not do.
It does not look at whether invoices are overdue. The customer's credit period isn't consulted — a customer comfortably inside their limit but ninety days late still confirms.
It does not check stock or reserve anything. Availability and reservation are separate work still to come.