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The following options can be accessed by navigating to Master Tables -> Administration -> Company.
Click on the Customer Credit Setup
Customer Credit Setup
Check Credit
This check box field allows Credit to be enabled or disabled for the entire Company. When checked, new orders for the selected Company will be checked against the Customer’s defined credit limits. When not checked, credit limits will not be checked when an Order is created. The default option for new companies is to not be checked.
Include Approved Orders in Credit Check
This check box field determines whether or not open orders with an "Approved" status are to be included in the Credit limit calculations. When checked, any active orders that have been approved for the Customer plus outstanding Invoices will be used to determine if the Customer is over Limit or not. When not checked, only outstanding Invoices are used. The default option for new companies is to not be checked.
Include Queue Orders in Credit Check
This check box field determines whether or not orders that are currently in the credit queue are to be included in the Credit limit calculations. When checked, any active orders currently in the credit queue for the Customer plus outstanding Invoices will be used to determine if the Customer is over Limit or not. When not checked, open orders currently within the credit queue will not be included when determining if the Customer is over limit or not. The default option for new companies is to not be checked.
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This field holds the number of days prior to the ship date of the order , that an order will be submitted to the credit approval process.
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