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This checkbox option enables or disables the Users access to the Manage Credit Queue screen available under Customer Order à 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 à Sales à Customer.

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Credit Setup

Check Credit

This check box field allows Credit to be enabled or disabled for this Customer across all Companies. When checked, new orders for the selected Customer 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 Customers is to be checked.

Past Due Override

This field will allow the user to define the override method if this Customer is Past Due at time of Order creation. This will be a drop-down list with the following options:

Password
When selected, if the Customer is Past Due during Order Entry or Credit Queue review, 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 Past Due 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 Past Due during Order Entry, the user will be displayed a notice of Over Limit but will be able to proceed without further interruptions. This will basically approve all orders regardless of Past Due status.

Approve All

When selected, if the Customer is Past Due during Order Entry, the user will not be given any notification of such status. This will basically approve all orders regardless of Past Due status.

Decline All

When selected, if the Customer is Past Due during Order Entry, the user will not be given any option to override the Past Due status. This will basically decline all orders if the Customer is Past Due and will not allow an override.

High Balance Amount

This text field allows the user to specify the highest balance that the Customer has ever had. When Invoices are generated and registered, the system will automatically update this value if the new balance is higher than the specified value.

High Balance Date

This text field allows the user to specify the date of the highest balance that the Customer has ever had. When Invoices are generated and registered, the system will automatically update this value if the new balance is higher than the specified High Balance Amount value.

Credit Limits

Selecting Profile à Credit Limits will present the user with the Credit Limit setup screen:

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Credit Limit

The Credit Limit grid is where the user creates the Credit Limit(s).

Effective

The Effective field is a date field that will allow the user to specify which date this Credit Limit will be made available for use.

Limit
This text box field will allow the user to define the dollar amount of the Credit Limit.

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.

Notes
This free-form text box will allow the user to enter in a note / comment regarding the credit limit.

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This button will create a new row in the Limits grid allowing for a new Credit Limit to be defined.

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This button will delete the highlighted row the Limits grid.

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This button will allow editing of the highlighted row.

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This button will end the edit capability of the highlighted row.

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This button will cancel the changes that were entered while in the Edit mode.

Save button
This button will save the changes made to any row in the Limit grid. This button will also refresh the Limit History grid.

Limit History
The Limit History grid is a read-only grid that will display any changes made to the selected Credit Limit.

Date/Time
This column will display the date and time of the change / action.

User
This column will display the user/login name of the User that made the change / action.

Action
This column will display the Action text as entered when the Save button was pressed.

Enabling or Disabling Company-wide Credit Checking

1. 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.
2. Click on the Customer Credit Setup tab
   
   

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1. Either check or uncheck the box next to Check Credit.

1. If enabling Credit Checking, specify other options      such as Include Orders in Credit      Check, Include Queue in Credit      Check, Default Credit Contact Class and Credit Approval Days.

1. Click on Save      to commit the changes to the database.

Enabling or Disabling Customer Specific Credit Checking

1. Navigate to the Customer Master by clicking on      Master Table à Sales à Customer. A screen displaying      the listing of Customers will appear. Select the desired Customer and then      click OK.

1. Either check or uncheck the box next to Check Credit Limits.

1. Click on Save      icon to commit the changes to the database.

Creating a Customer Credit Limit

1. Navigate to the Customer Master by clicking on      Master Table à Sales à Customer. A screen displaying      the listing of Customers will appear. Select the desired Customer and then      click OK.
       
       
2. Navigate to the Credit Limits screen by clicking on Profile à Credit Limits. The Credit Limits screen will appear.
       
       
3. Click the Insert      button to create a new, blank line in the Credit Limit grid.
       
       
4. Either leave the Effective Date at the current default value of today, or      change the date to a desired Effective Date.
       
       
5. Enter in the dollar amount of the Credit Limit into      the Limit field.
       
       
6. Select the desired Override option. For a list of available options and their      meaning, please refer to the Credit Limits section defined earlier in this      document.
       
       
7. Enter any desired comments / description into the Notes field.
       
       
8. Click on the Save  button to commit the limit to the database.
       
       
9. Click the Close  button to return to the Customer Master.