Core Data > Clients Window > Credit Stop and Credit Limit Functions

Overview

The ‘Credit Stop’ and ‘Credit Limit’ functions are 2 different functions and are not linked in any way. The Credit Stop function stops new Client/Production Orders from being created and also existing orders being despatched. The orders for the client can only be processed when an authorised USER removes the stop function. The Credit Limit function enables the USER to set a limit for sales order in ITMS for that client. When a new order is created it will display the Credit Limit and balance in the bottom left of the window.

To set the Credit Stop function

Open the Core Data module and then open the ‘Client’ option and select the required Client’s record. Click on the “Client Info” tab and click in the ‘Credit Stop (On Hold)’ box to tick, and press <F9> to save.

Now if an unauthorised USER attempts to create a new Client/Production Order, a “Warning – Credit Stop” message pops up. When the USER clicks on OK, the client order is blank and will not allow the USER to create an order for that client.

If an unauthorised USER attempts to despatch an existing order for that client, a “STOP” messages pops up. When the USER clicks on OK, the despatch is blank and will not permit the order for that client to be despatched.

To remove this function

Open the Core Data module and then open the ‘Client’ window to display the Client’s details. Click on the “Client Info” tab and click in the ‘Credit Stop (On Hold)’ box to remove the tick, and press <F9> to save. Orders for that client can now be created and despatched as normal.

Applying a Credit Limit to a Client

Open the Core Data module and then open the ‘Client’ window to display the Client’s details. Click on the “Client Info” tab and click in the ‘Credit Limit’ field and enter the limit for the client, and press <F9> to save.

Now when a USER enters that client’s code when creating a Client/Production Order, a “Warning – Credit Limit” message appears alerting the USER of that client’s credit limit amount. This function does-not stop the order from being despatched and invoiced, it only alerts the USER to the limit. The USER can click on OK and continue processing the order.

The Credit Limit and balance appears in the bottom left of the order book window when creating new Client/Production orders.

Last Revised: 24/01/2014 SJ