How to Manage Credit limit

Open Customer Maintenance

1. Open the customer record. Navigate to 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, the transaction will be processed according to the setting in the “Credit Code”.
      1. This field is required for the "Credit Code" to operate properly.
   2. AR Balance - Displays the current balance of any outstanding invoice or credit.   
   3. Credit Stop Days- The number of days allowed for payment of the account before stopping credit for this customer.  Enter all 9’s for unlimited.  The system will allow a cash sale or cash refund for said customer.  When entering an invoice or an order, if the customer will exceed this limit, the transaction will be processed according to the setting in the “Credit Code”.
      1. 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. Active flag- Toggle that allows the Credit Limit to be applied, or ignored with a single click.
   6. PO Required Flag- The record cannot be saved or processed without PO Number entered. If enabled, a prompt will display when creating a transaction to enter this informaiton.
   7. Credit Hold Flag- To be removed.  This feature has been incorporated into the Credit Code of "Monitoring" or "Always Hold"
      
      

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.
   
4. Click Yes on the confirmation message.
   
   Note that budget date cannot be deleted if a payment was already made against it.
5. Save the changes.