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How to limit a document's maximum value?

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Limiting the value allows to, according to document totals, block the option to save new documents. The maximum limit must always be defined on the company base currency.

To define a maximum limit by document type, follow these steps:

  1. Access Marketing & Sales | Sales | Resources | Tables | Sales Document;
  2. Edit the document type desired;
  3. Define a value for the maximum limit on the field Limit;
  4. Click Save.