Pre-Requisites
The Manage Credit Queue screen is where users that have the proper permissions can Approve or Deny orders that are over their defined credit limits or customers that have past due invocies. Credit details for individual orders can be reviewed from this screen.
Selecting Your Parameters
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 Looking at Credit Details
On the left of the Manage Credit Queue screen there are 3 columns that the user can interact with:
*Note: Orders will not appear in Logistics Maintenance until they have been approved.
Yes
If the user clicks the green thumbs up, they will be prompted that they are about to approve an order:
If the user selects yes, the order will be approved and it will drop off the Manage Credit Queue screen. The order will now appear in Logistics Maintenance.
No
If the user clicks the red thumbs down, they will be prompted that they are about to decline an order:
If the user selects yes, the order will be declined and it will drop off the Manage Credit Queue screen. The user can now return to the Customer Order screen to make modifications and resubmit to the queue.
Inq
If the user clicks the blue magnifying glass, they will be brought to the credit details screen:
(There will be more on this screen later in the article)
The Divison, Order#, Date, and Customer columns
Division: The divsion that the order belongs to.
Order#: The number of the order in the queue.
Date: The ship date of the order.
Customer: The customer that the order belong to.