Credit Check on Delivered Only - System Option

>Utilities>System Options>Order Entry>Credit Settings

Category-Configuration

Type - Must be Global redlock.gif

 

With this selection set to Yes, the credit checking is done (whether manually or automatically) only against delivered orders.

If you elect for credit checks to be performed on delivered sales only, the credit check will be made at the time of job costing. Also, when you click on the Credit Check icon in Order Entry, only orders that have been job costed will display. If not, and you have activated the automatic credit check below, it will be done at the time of Order Entry.




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