How to: Process a Credit Check in Order Entry

From Order Entry

Go to File, Customer Orders

 Credit Checking
Credit checking displays job costed orders for the highlighted customer name that have a balance.  The total A/R for the customer is shown.  Also shown is the credit limit for the customer as set on the customer information record.  The Number of Elapsed Days is the number of days between the delivery date and the current system date.  Term days are considered as well.

            You can perform credit checks on either all orders or only job costed orders.

            You can set the system to automatically perform credit checks each time a new order is entered for a customer.

            You can set an override that allows an order to be entered for a customer that has exceeded their credit limit as set on the customer record.

            If you change the customer name on an existing order, a credit check is performed.  If the new customer is over their credit limit, a message appears.  You would not be allowed to cancel.  You would need to either change the customer name or alter the credit limit.