There are flags in The Business Edge that can restrict Orders for a Customer that is on Credit Hold, over their Credit Limit or Past Due? These flags that can be set to restrict users from the following processes: Printing Pick Tickets, Printing Packing Lists, Allocating Orders, releasing Orders to the Wireless Warehouse and Creating Invoices. Depending on your procedures you may want to use a combination of these flags. The flags are managed through Credit Hold Flags located through the path below:
Utilities System Administrator
System System Set Up
Miscellaneous Setup
Enter & Edit Entity Flags
Accounts Receivable Flags
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When a customer is on Credit Hold, over their Credit Limit or Past Due they can be restricted from the functions below by answering No to some or all of the flags below. After these flags are set to No, when the corresponding action is attempted the user will get a message that the action is not allowed unless the sales order has an override stamp on it.
These flags can be overridden based on User permissions with the “Allowed to Override Customer Credit Test” flag seen below
Utilities System
Administrator System
Security System
Enter & Edit User Permissions,
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The Credit Test can be overridden in the Order when the user is notified that the action is not allowed and asked if they would like to override the Credit Test. When a user overrides the Credit Test all actions will be permitted on the Order.
When the User entering the Order does not have override permissions, which is typical, they need to contact a User that has permissions to do the override for them. In this case the Credit Test override is done in the menu below by typing in the Order Number.
Order & Quote Entry System
Order Entry File Maintenance
Override Sales Order Credit Test
There is also an Inquiry that can be viewed on a regular basis so that you can be pro-active on Customer Orders that will require a Credit Test Override. This Inquiry will show all Orders within a selected Date Range that will fail the Credit Test. Accounting can view the listing, contact Customers and make payment arrangements before the Orders come up to be processed. Below is the Inquiry path.
Order & Quote Entry System
Order Entry File Maintenance
Open Orders Over Credit Limit & Past Due
The screen below is an example of the Inquiry. Under Options you can Override the Credit Test or Clear the Override. Doing this ahead of time will eliminate disruptions when processing Orders.
Double clicking or entering on an Order in the screen below will show the Customer Balance Inquiry, followed by a screen showing all of the Customers open Invoices.
This is all necessary information needed when deciding if they Order can be processed. The Customer Phone number is readily available as well as Customer Notes where you can record any discussions or payment agreements.
This is the same Open Invoice listing you would see in a Customer Inquiry. It is fully interactive where you can click on an Invoice, see the details, e-mail a copy to your Customer, etc.
Before you start using these flags you may want to check your Customers Credit Limits to be sure they are realistic. Sometimes companies set them up and then forget about them, while your customers sales volumes change over time.