To increase visibility of the status of customers and their Credit status, we have expanded the list of locations that will trigger the “Credit Exceeded” pop-up.
The Credit Exceeded Popup will look like this:
and the Credit Negative Popup will look like this:
and it will now occur at the following locations:
- Bill To field on the Charges Tab in Import Job Registration
- Create Final Invoice, Create Disbursement Invoice and Create All Invoices in the Charges Menu in Import Job Registration
- House PPD on Export Job Registration
- House CCX on Export Job Registration
- Bill to field in Debtors and Manual Invoice Entry
- Post Invoice in Debtors and Manual Invoice Entry
- Print Invoice in Debtors and Manual Invoice Entry (when print and post is configured only)
- Import Declaration in AU when EFT Payment is the payment method
- Import Declaration in NZ when Broker Deferred is the payment method.
Credit Exceeded Status will be calculated in Customer Masterfile->Debtor tab based on the Total Owed is greater than the Account Control field in the same tab. There will also be control of these pop ups in Customer Masterfile->Configuration tab. The Configuration will be set to Yes by default.
The configuration for the Forwarding and Finance screens will be under “Accounts Pop Up” on the Configuration Screen:
The configuration for the Customs screens will be under “Customs Pop Up” on the Configuration Screen:
