Fall '24 Shared Credit Limits

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Overview

Shared Credit Limits

You can share a credit limit across multiple customer accounts if desired. Maintain shared credit limits from TMS Admin â†’ Credit Limits.

Set the Credit Limit field on any customer Transportation Profile that will use a shared credit limit.

The A/R Calculate Shared Credit Limit calculates both shared and unshared credit limits for all customers. This calculation occurs as a Platform Event.