Pre-Requisites
Step-by-Step Guide
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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
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This drop-down listing will display all Contact Classes that have been defined by the System Administrators. The user can select the value which is used to display the correct Customer Contact when displaying the Credit Approval screen.
Credit Approval Days
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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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 they will receive an error stating that they do not have permissions to approve past due.
Additional notes about Credit Permissions:
*If the Override is set to Notify in the customer master, the order will approve regardless of permissions.
*If the Override is set to Approve All in the customer master, the order will approve regardless of permissions.
*If the Override is set to Decline All in the customer master, the order will decline regardless of permissions.
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( For more on this, see the Manage Credit Queue KBA).
Customer Settings:
The following options can be accessed by navigating to Master Tables -> Sales -> Customer
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Notice
When selected, if the Customer is Past Due during Order Entry, the user will be displayed a notice of notified on the screen of the Over Limit condition, but will be able to proceed without further interruptions. This will basically approve all orders regardless of Past Due status.
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Notice
When selected, if the Customer is Over Limit during Order Entry, the user will be displayed a notice of notified on the screen of the Over Limit condition, but is will be able to proceed without further interruptions. This will basically approve all orders regardless of credit status.
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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 delete the highlighted row in the Limits grid.
(Edit)
This button will allow editing of the highlighted row.
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