The Maximum Allowed Outstanding Balance setting allows facilities to control credit exposure by preventing new internal sales orders from being created once a customer exceeds a defined outstanding balance threshold.
This setting applies only to sales orders created within Canix and does not impact Marketplace buyer–initiated orders.
Overview
When enabled, Canix checks a customer’s outstanding balance at the time an internal sales order is created. If the balance exceeds the configured limit, order creation is blocked.
This ensures credit limits are enforced consistently and cannot be bypassed.
Where This Setting Applies
Applies to
Sales Orders created directly in the Canix app
Sales Orders created via Internal Shop
Does not apply to
Marketplace buyer–initiated orders
(Marketplace behavior is unchanged and orders remain allowed regardless of outstanding balance.)
Configuration Options
Setting Name
Maximum Allowed Outstanding Balance
Location
Facility Management
Customer settings
Field Type
Currency input
Optional / nullable
Permissions
Only users with Facility Management or Customer permissions can modify this setting.
Facility vs. Customer Configuration
The setting can be configured at the Facility level.
An optional Customer-level value can be set to override the Facility value.
If a Customer-level value exists, it always takes precedence over the Facility-level setting.
Default Behavior
Unset / empty value
No restriction is applied. Sales order creation behaves exactly as it does today.Set value
The restriction is enforced once a customer’s outstanding balance exceeds the configured amount.
How Enforcement Works
Balance Comparison Logic
Enforcement occurs when:
outstanding balance > maximum allowed outstanding balanceIf the balance is equal to the limit, order creation is still allowed.
Outstanding balance calculations use Canix’s existing source of truth. No calculation logic has changed.
User Experience
Sales Order Creation (Canix App)
If a selected customer exceeds the allowed outstanding balance:
The Create button is disabled.
A hovertip explains why the order cannot be created.
Hovertip message:
“This customer’s outstanding balance exceeds the facility’s maximum allowed limit. New internal sales orders cannot be created.”
Internal Shop
The same enforcement and messaging apply.
Order submission is blocked when the limit is exceeded.
This is a blocking error and cannot be bypassed by the user.
Marketplace Orders
No enforcement is applied.
Marketplace buyers can continue placing orders regardless of outstanding balance.
Reporting Impact
No changes are made to existing reports.
Outstanding balance reporting remains unchanged.