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The following options can be accessed by navigating to Master Tables -> Administration Administration -> Company Company.
Click on the Customer Credit Setup
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The following options can be accessed by navigating to Master Tablesà Administration à -> Administration -> User Profile.
Module Permissions – Master
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This checkbox option enables or disables the Users access to be able to manage a Customer’s Credit Limits available in the Customer Master under Profile à -> Credit Limits.
Module Permissions – Orders
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The following options can be accessed by navigating to Master Tablesà Sales à -> Sales -> Customer.
Credit Setup
Check Credit
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Override
This field will allow the user to define the override method for this Credit Limit. This will be a drop-down list with the following options made available:
Password
When selected, if the Customer is Over Limit during Order Entry, the only available option for Credit Approval will be for the user to provide an approved Username & Password at the override prompt..
Queue
When selected, if the Customer is Over Limit during Order Entry, the user will be able to place the Order into the Credit Queue or to provide an approved Username & Password at the override prompt.
Notice
When selected, if the Customer is Over Limit during Order Entry, the user will be displayed a notice of Over Limit but is be able to proceed without further interruptions. This will basically approve all orders regardless of credit status.
Approve All
When selected, if the Customer is Over Limit during Order Entry, the user will not be given any notification of such status. This will basically approve all orders regardless of credit status.
Decline All
When selected, if the Customer is Over Limit during Order Entry, the user will not be given any option to override the Credit Approval. This will basically decline all orders if the Customer is Over Limit and will not allow an override.
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- Navigate to the Company Master by clicking on Master Table à -> Administration à -> Company.
A screen displaying a list of Companies will appear. Select the desired Company and then click OK. - Click on the Customer Credit Setup tab
3. Either check or uncheck the box next to Check Credit.
4. If enabling Credit Checking, specify other options
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such as:
Include Orders in Credit
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Check - ,Do you want to include all orders in credit check
Include Queue in Credit
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Check - Do you want to include orders that are currently in the Credit Queue in credit check
Default Credit Contact Class
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Credit Approval Days
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- Enter the number of days prior to the order ship date in which the order will be included in the credit check
5. Click on Save
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to commit the changes to the database.
Enabling or Disabling Customer Specific Credit Checking
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- Navigate to the Customer Master by clicking on Master Table à -> Sales à Customer. -> Customer
A screen displaying
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the listing of Customers will appear. Select the desired Customer and then
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click OK
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2. Either check or uncheck the box next to Check Credit Limits.
3. Click on Save
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icon to commit the changes to the database.
Creating a Customer Credit Limit
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