Automatic Credit Check - System Option

>Utilities>System Options>Order Entry>Credit Settings

Category-Configuration

Type- Must be Global  

The Credit Limit field on the Customer record screen is designed to allow setting credit limits on customers.  With this selection set to Yes, the computer will notify the user automatically when that limit is being surpassed.

If this option is set to yes the system will compare the amount of written or delivered sales for a given customer with the limit established. 

Once a credit limit has been entered; all figures will be maintained based on the current balance.  If a written or delivered order exceeds the established credit limit, processing that order will not be permitted.  A notification will display showing that the customer has exceeded the set credit limit and will be given the opportunity to view all related Accounts Receivable information.  The only way to circumvent it is to come back to this Customer's file and increase the Credit Limit amount.  

"Allow Credit Limit Override" is available to allow the order to be entered even though the customer is over the limit.  For this reason we suggest that entry be protected by a high level password.

If the credit limit is left at 0.00, no credit checking will be maintained.