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Email Setup: 

1. This is required for the Approval group to be notified when there is an invoice pending approval.
   1. System Manager > Company Configuration > System Manager > SMTP Email Settings

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Creating an Approval List (group):

1. An approval list must be set up if any approvals are to be required to post invoices 
   1. Common Info > Approval List
   2. Open a List / Create new list
   3. Add approvers to the list
      1. Assign approval limits
      2. Toggle email request

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Credit Details:

Note: The system will not check for credit when entering a cash invoice for a customer.  Open Customer Maintenance

1. Open the customer record. Navigate to Customer tab | Sales > Customers (select a customer) > Customer tab > Misc tab.
2. Note the Display of:
   1. Credit limit - The maximum amount of credit to be extended to the customer as determined by the Credit Manager from the Credit Application.  Enter 0 (zero) if no limit is to be assigned.  When entering an invoice or an order, if the customer will exceed this limit with their total AR balance, the transaction will be processed according to the setting in the “Credit Code”. 
      1. AR Balance -
      2. Credit Stop Days-
      3. Credit Code-
      4. Active flag-
      5. PO Required Flag-
      Credit Hold Flag-
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   Edit Customer Budget

   1. Open the Customer Budget screen.
   2. Make the necessary change on Budget Date or Budget Amount. Note that you cannot edit a budget schedule when its date is in the past.
   3. Save the changes.

   Delete Customer Budget

   1. Open the Customer Budget screen.
   2. Select the schedules to be deleted.
   3. Click Remove button.
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   4. Click Yes on the confirmation message.
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      Note that budget date cannot be deleted if a payment was already made against it.
   5. Save the changes.

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   title	16.1

   Open Customer Budget

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   Edit Customer Budget

   1. Open the Customer Budget screen.
   2. Make the necessary change on Budget Date or Budget Amount. Note that you cannot edit a budget schedule when its date is in the past.
   3. Save the changes.

   Delete Customer Budget

   1. 1. 1. Enter 9 - 9’s to (essentially) bypass this feature and not check for a Credit Limit amount.  
         2. Enter 0.00 to trigger the Credit Limit validation anytime an invoice is posted.
            1. This field is required for the "Credit Code" to operate properly.
            2. The 'Approval' menus (see above) must be properly configured when applying a credit limit.
      2. AR Balance - Displays the current balance of all outstanding invoices or credits/prepayments.   
      3. Credit Stop Days- The number of days allowed for payment of the account before stopping credit for this customer.  Upon posting invoice, if there is an existing open invoice equal to or exceeding the number of Credit Stop Days, the transaction will be processed according to the setting in the “Credit Code”.  
         1. Enter 9 - 9’s to (essentially) bypass this feature and not check for Credit Stop Days.
            1. Note: Entering a number larger than 2,147,483,647 into the Credit Stop Days field will result in value not being saved as this is over the maximum value for the field.
         2. Enter 0 to trigger the Credit Stop Days if there is any outstanding balance in the 'Current' AR aging bucket.
         3. This field is required for the "Credit Code" to operate properly.
      4. Credit Code- This field will determine how the customer’s order/invoice will be processed in the Sales Ticket Entry program when the credit limit is reached. The credit limit will be set in the “Credit Limit” and “Credit Stop Days” fields on this screen.
         1. Refer to the linked page for detailed information on the individual Credit Codes:  Credit Codes
      5. PO Required- The record cannot be saved or processed without PO Number entered. If enabled, a prompt will display when creating a transaction to enter this information.
      6. Credit Hold- Allows the user to toggle credit hold on/off without modifying the 'Credit Limit', Credit Stop Days', or 'Credit Code' field.
         
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   Setting the Approver:

   
   

   1. Open the customer record.  Navigate to Sales > Customers (select a customer) > General Tab
   2. Under the Web Portal Approvals menu, select the transaction type in the 'Require Approval For' column
   3. Select the Approval List created from Common Info > Approval List

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   1. Open the Customer Budget screen.
   2. Select the schedules to be deleted.
   3. Click Remove button.
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   4. Click Yes on the confirmation message.
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   5. Save the changes.

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   title	15.4

   Open Customer Budget

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