Sales: It will now be possible to check against a customer's credit limit when registering a Sales order (COA)
A
Alberina Shala
started a topic
over 2 years ago
Classification: USEFUL
RamBase is introducing two new Company settings (CSV) to enhance control in the sales order process.
When a new Sales order (COA) registration is attempted, there will be performed a check against the credit limit that is set on the Customer (CUS). This check can be switched ON and OFF with the Deactivate Approval message - Sales Order Credit Limit Exceeded setting. It will be turned off for existing companies in RamBase when released.
It is also possible to set a margin for the check against the customer credit limit, with the Credit Limit Margin on Sales Order setting available in the Company settings (CSV) application. If an approval for credit limit on a Sales order (COA) is activated and the setting has a value, the approval will appear in advance of the credit limit being reached. An approval is required if the value of (customer balance + Payments (PAY) from customer's which are in Status 3 + Shipping advice (CSA) in Status 4) is higher than (customer credit limit - margin).
Alberina Shala
Classification: USEFUL
RamBase is introducing two new Company settings (CSV) to enhance control in the sales order process.
When a new Sales order (COA) registration is attempted, there will be performed a check against the credit limit that is set on the Customer (CUS). This check can be switched ON and OFF with the Deactivate Approval message - Sales Order Credit Limit Exceeded setting. It will be turned off for existing companies in RamBase when released.
It is also possible to set a margin for the check against the customer credit limit, with the Credit Limit Margin on Sales Order setting available in the Company settings (CSV) application. If an approval for credit limit on a Sales order (COA) is activated and the setting has a value, the approval will appear in advance of the credit limit being reached. An approval is required if the value of (customer balance + Payments (PAY) from customer's which are in Status 3 + Shipping advice (CSA) in Status 4) is higher than (customer credit limit - margin).
Read more about credit check on Sales orders (COA) here
Release date: 20 October 2022