This credit limit warning pop-up window is triggered if the
customer has been assigned a Credit Limit dollar amount in
Customer Information and the customer's
account balance exceeds the credit limit allowed.
The information includes:
A window on the Account Balance field provides access to view the customer's outstanding Account and aging details as of the current date, as outlined in View Current Account Information.
Prevent Further Business at Credit Limit:
The Continue Document on Failed Credit Check flag in the
Company Security Parameters controls whether
a document can be created for a customer if the customer's Credit
Limit has been reached or exceeded. This Credit Check restriction
can be set on all documents, or only on quotes.
A company-wide buffer can be set on Credit Checks in the Company Security Parameters allowing a customer to
exceed his limit by a percent of his Credit Limit before the
customer is actually cut-off from doing business.
An audit record automatically notes which clerk overrode the limit, and prints this out on Print Override Report so follow-up action can then be taken.
This abort on failed Credit Check processing applies to
contracts, reservations, invoices, quotes, sales orders, and
leases.
The warning is triggered in Rental Return and Bill a Single
Contract, but the billing is not prevented as the customer needs to
be billed for equipment rented.
It does not apply to invoices entered in A/R Invoices, or to
Estimate and Work Order functions.
If this feature is not activated, the Credit Limit warning still displays on the screen, but this will not prevent the transaction from being entered.
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