Credit Codes
Code | Function | Invoice | Sales Order | Logistics Shipments | Point Of Sale |
|---|---|---|---|---|---|
Always Allow | Allow the entry of invoices, orders, or back-orders for customers who are over their credit limit. No warning message will be displayed and this is truly the same as having no credit limit established. | No Impact | No Impact | No Impact | No Impact |
Normal | The system will prompt the operator with a warning message if the customer is going to exceed their pre-set credit limit. The operator may then choose to continue with the transaction. | Warning Prompt. Anyone may override | Warning Prompt. Anyone may override | No Impact | No Impact |
Monitoring | The system will allow entry of a ticket but will place the ticket on “hold” status if the ticket is NOT a Cash Sale or a Cash Refund. The system will send the credit manager an email to notify him/her that the ticket was entered for the customer. The “held” ticket will not be posted at the time of entry, but may be released at the discretion of the credit manager | All Invoices created in a 'Hold' status. Credit Manager override | All Sales Orders created in a 'Hold' status. Credit Manager override | Invoices held until released by Credit Manger. This could impact COGS and In-transit inventory. | Transaction cannot be put 'on account'. Must be cash sale. |
Always Hold | The system will allow entry of a ticket but will place the ticket on “hold” status if the ticket is NOT a Cash Sale or a Cash Refund. The system will send the credit manager an email to notify him/her that the ticket was entered for the customer. The “held” ticket will not be printed at the time of entry, but may be released at the discretion of the credit manager. | All Invoices created in a 'Hold' status. Credit Manager override | All Sales Orders created in a 'Hold' status. Credit Manager override | Invoices held until released by Credit Manger. This could impact COGS and In-transit inventory. | Transaction cannot be put 'on account'. Must be cash sale. |
Reject Orders | You will be allowed to enter an order and the system will warn you that the customer is over the credit limit. When the order is shipment confirmed, the system will only allow a cash sale and not a charge to the customer’s account. (PT) The system will not allow entry of any type of ticket for this customer. | Type = Invoice Not allowed to save | Type = Invoice Not allowed to save | No Impact | Transaction cannot be put 'on account'. Must be cash sale (invoice type = Cash). |
COD | If the customer is C.O.D. the system will only allow cash sales (no charges on account) for this customer not unless the the override password is provided | Requires cash payment method be used |