Change Customer Credit Check Options

Each time you enter an order for a customer, Order Entry checks customer credit limits to see if the new order will put the customer over their credit limit.

If you choose the credit check option in the customer record in Accounts Receivable, Order Entry will always check whether the current posted balance in Accounts Receivable exceeds the customer’s credit limit.

The settings on the Order Entry Processing tab also let you perform more credit checking based on:

• A specific amount overdue by more than a particular number of days (also specified in the customer record in Accounts Receivable).

• Pending (unposted) transactions in Accounts Receivable included with the posted A/R balance.

• Pending transactions in Order Entry included with the posted A/R balance.

• Pending transactions in other applications that work with Sage ERP Accpac applications (if supported by the applications).

National Accounts

If the customer is part of a national account, Order Entry will also check national account balances for credit checks, but it will not check pending balances for the national account. If you set the option in the A/R national account record to check for an aged balance that exceeds a particular amount, Order Entry will also check for an aged overdue balance.

Before saving changes to the O/E Options form, make sure that no other Order Entry forms are open for your database on your computer or on any other computer on a network.

You cannot change most selections in the Options form if other Order Entry forms are open, or other users are working with the Order Entry data.

• Print the O/E Options report from the Reports folder to check that the settings were changed correctly.

Options form -- Overview

Choosing G/L Integration Options

Steps for setting up Order Entry