Pre-Requisites
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The credit queue is where orders can be sent for review if the customer has exceeded their defined credit limit or has past due invoices. The Manage Credit Queue is the screen where users with the proper permissions can approve, deny, or review the credit details on orders that have been sent to the queue.
An order will be sent to the queue if a user selects "Submit to Queue" on the credit popup in the customer order screen:
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In the top portion of the Manage Credit Queue screen the user can choose their company, division, date from, and date to:
*Note: the 'Date To' field cannot exceed the date of the defined Credit Approval Days in the Company Master.
Example - If the Credit Approval Days is 5 and today is 8/11/2017, the field cannot go past 8/16/2017.
Approving, Denying, and Reviewing Credit Details
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Customer: The customer that the order belong belongs to.
The $ Amount, $ Limit, $ Over Limit, $ Past Due, and Reason columns
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The Credit Details Screen
When the user clicks the blue magnifying glass, they will be brought to the credit details screen. This screen allows the user to review the credit details of the customer in order to help them make a credit decision.
At the top is the header message that lets the user know how much over limit or past due the customer is:
Credit
This section lets the user know what the customer's credit limit is, the date that credit limit went into effect, and what their credit limit override is set to. It also shows the highest credit balance that they have carried.
Payment
This section displays information regarding customer payments. It will display the last payment date, amount, and check number. It also displays the customer's lastest payment history and the current terms.
Aging
Displays the customer aging information.
Invoice
Shows the details of the last invoice generated for the customer including the number, date, and amount.
Calculation
The calculation section shows the the amount that the customer is over their credit limit. It breaks down their outstanding invoices, orders that have been approved, orders that are in the queue, and additional funds that have not yet been applied to invoices.
Customer
This section will show if this customer has a super customer, their phone number and their first invoice date.