Customer Credit Rating Warning

Accounts Receivable Menu -> Account Adjustments -> A/R Invoices -> Customer Credit Rating Warning

Counter Menu -> Customer Documents -> Customer Credit Rating Warning

This credit pop-up window is triggered when a new document is entered and the customer has been assigned a 'Credit Rating' in Customer Information that is flagged in the Credit Ratings table to generate a warning in either of the following conditions:

•the customer's 'Credit Limit $' as set in Customer Credit Information has been exceeded

•there are unpaid invoices over-due by the 'O/S Days' set for this 'Credit Rating' code in the Credit Ratings table

The Warning message and the Credit Rating are displayed.

Click on the ACCOUNT button to view the customer's outstanding account with the account aging details, as outlined in View Current Account Information.

Click OK to acknowledge the credit warning.
 The operator may be able to continue to enter the document, depending on the Allow Activity status of the credit warning flags as set in Credit Ratings.

Topic Keyword: ARCRCHK