Credit Verification on Sales Orders


Version 2.5 of Big Business expands the Customer Credit Verification options to include Sales Orders. Earlier versions of Big Business would Warn the User or Prevent Saving of Invoices for those Customers who had been placed on Credit Hold or had exceeded their Credit Limit.

Big Business 2.5 adds the option to Warn the User or Prevent Saving of Sales Orders for Customers who have been placed on Credit Hold or have exceeded their Credit Limit. (3153)






Big Business 2.5 adds the option to perform Credit Verification on all new Sales Orders. You can Warn or Prevent the Save of Sales Orders for Customers who have been placed on Credit Hold or have exceeded their established Credit Limit.

To enable Credit Verification on Sales Orders:
1. Open the Customer Prefs from the Customer toolbar.
2. Open the Sales Order Preferences.
3. Select "Warn User" to warn the user whenever a Sales Order is created or modified for a Customer who has exceeded their Credit Limit or is on Credit Hold.
4. Select "Prevent save of Sales Order" to prevent users from saving Sales Orders for Customers who have exceeded their Credit Limit or who are on Credit Hold.
5. Click the OK button on Sales Order Preferences to save changes.
6. Click the OK button on Customer Preferences to save changes.



Related:

  Chapter 321 Customer Credit

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