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The following options can be accessed by navigating to Master Tables -> Administration -> User Profile.

Module Permissions > Master > Group: Sales

Master Tab: Group Sales

 

Manage Credit Limits

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 -> Credit Limits.

 

Module Permissions > Orders > Group: Common 

 

Approve / Override Over Limit

This checkbox option enables or disables the Users access to be able to approve an Order if the Customer is Over Limit at the time of Order creation or within the Credit Queue.

When the box is checked: If the customer is over their credit limit and the Credit Limit Override is set to Password or Queue in the customer master; when the user clicks Approve, the ‘enter password’ prompt will appear and the users’ credentials will be accepted.

When the box is unchecked: If the customer is over their credit limit and the Credit Limit Override is set to Password or Queue in the customer master; when the user clicks Approve, they will receive an error stating that they do not have permissions to approve credit over limit.

 

Approve / Override Past Due

This checkbox option enables or disables the Users access to be able to approve an Order if the Customer is Past Due at the time of Order creation or within the Credit Queue.

When the box is checked: If the customer is past due and the Past Due Override is set to Password or Queue in the customer master; when the user clicks Approve, the ‘enter password’ prompt will appear and the users’ credentials will be accepted.

When the box is unchecked: If the customer is past due and the Past Due Override is set to Password or Queue in the customer master; when the user clicks Approve, the ‘enter password’ prompt will appear and the users’ credentials will be denied.

 

Manage Credit Queue

This checkbox option enables or disables the Users access to the Manage Credit Queue screen available under Customer Order>Manage Credit Queue. Further information on the usage of the Credit Queue can be located in the Customer Credit – Credit Queue KBA. 

 

 

Customer Settings:

The following options can be accessed by navigating to Master Tables -> Sales -> Customer

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