This utility can be used to update the customer's credit limit
and other credit information, by individual customer.
This credit information impacts the customers' ability to do
business and can be used to trigger the Print
Call List.
At each prompt, accept the current information or over-type it
with the updated information.
This information is stored in Customer
Information.
Note: The customer selection is restricted by the Divisional Restricted Views assigned to the operator and the division assigned to the customer in Customer Information.
The current credit information for the selected customer is displayed, as follows:
The Prompt for Clerk Changing Customer Credit flag in the
Company Security Parameters can be set to
prompt the operator for his clerk code when the Credit Limit or
Credit Rating is changed.
For further security the Check Operator Password control can
also be set to require password verification to make the credit
information change.
A setting in the Company Security Parameters can be set to prompt the operator for a valid Reason Code for over-rides including changing the Credit Limit, as outlined in Prompt for Reason Code.
The Prompt for Clerk Changing Customer Credit flag in the
Company Security Parameters can be set to
prompt the operator for his clerk code when the Credit Limit or
Credit Rating is changed.
For further security the Check Operator Password control can
also be set to require password verification to make the credit
information change.
A setting in the Company Security Parameters can be set to prompt the operator for a valid Reason Code for over-rides including changing the Credit Rating, as outlined in Prompt for Reason Code.
This comment line is displayed at the bottom of the screen
during contract/invoice entry and also appears in several customer
inquiries.
This comment does NOT print on the document, and your customers
CANNOT see it, unless they read your monitor screen.
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