released .....
Accounts Receivable
Implemented credit rating and credit checks similar to how they were implemented in OMICS.
The credit rating and credit limit fields are now accessible on the Customer screen in A/R. For each customer, a checkbox is present indicating whether to include the value of unshipped orders (orders in process) in the calculation of the customer's balance.
When entering a manual order or processing a remote order, the following checks are done:
- if credit rating is "B" (Use Limit), and the customer balance exceeds the credit limit, a warning is displayed during manual OE. No effect on electronic orders.
- if credit rating is "C" (COD only), a warning message is displayed during manual OE. No effect on electronic orders.
- if credit rating is "D" (no order shipping when over limit), a warning message is displayed during manual shipping if the customer balance exceeds credit limit
- if credit rating is "E" (no new orders when over limit), if the customer balance exceeds the credit limit, an error is displayed during manual OE, and an electronic order will be saved unvalid