---
title: "How to set up the credit limit management in a document?"
slug: "1602862763"
updated: 2026-07-30T07:44:55Z
published: 2026-07-30T07:55:11Z
canonical: "help.ila.cegid.com/1602862763"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.ila.cegid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to set up the credit limit management in a document?

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The credit limit management, when correctly parameterized, is used to **control the entities' current account** when issuing purchase and sales documents. This way, only the documents that are parameterized are considered when managing the credit/debit limit for an entity.

To activate the credit limit management, follow these steps:

1. Access **[Marketing & Sales / Purchases ] | [Sales / Purchases] | Resources | Tables | [Sales Document / Purchase Document]**;
2. Specify the document **Identifier** and **Description**;
3. Select the option **Credit Limit Management**;
4. Click **Save**;
5. Define the credit limit associated to the entity;
6. In the Administrator, define the credit limit and, if that limit is exceeded, the desired action: **Ignore**, **Warn** or **Block**.

> [!WARNING]
> The credit limit is only controlled in documents that don't perform the automatic settlement.