| Table of Contents |
|---|
Credit Limit > Refers to the overall credit any entity can accumulate including:
- Invoices
- Authorised Orders
Stop Supply - Order Entry
When authorising a wholesale or marketplace order for a customer with a credit limit (can be $0),
- if the debtor total owing
- plus the value of orders authorised but not invoiced
- plus the value of the current order
- exceeds the credit limit
- then
- put the order on hold with a reason of ‘Credit limit breach’
- and put the debtor on Stop Supply with a reason of ‘Credit Limit’
Accounts Receivable Dashboard form (Customers menu, Dashboards, Statements and Stop Supply) Stop Supply tab, Action menu, ‘List all customers with a Credit Limit’ and ‘List all customers over their Credit Limit’:
New column ‘Held Orders’, shows value of orders on Hold.
Debtor form, Sales Analysis & Profitability tab, when Credit Limit field changed:
The credit limit is saved in the database.
If the credit limit is greater than the debtor total owing plus the value of the authorised but invoiced orders and there are no held orders then no action is required.
Subtract the debtor total owing from the credit limit to get the orders limit.
Subtract the value of authorised but not invoiced orders that are in a pick from the orders limit.
Loop through the authorised but not invoiced orders that are not in a pick, in order of order code within ex warehouse date (or order date), accumulating the value of the orders.
If the accumulated order value is less than the orders limit and the order is on hold then un-hold it.
If the order is a marketplace order then set the status to Picking.
For other orders set the status to Authorised.
When the accumulated order value reaches the orders limit put the remaining orders on hold if they are not already.
Out of Terms > refers to the situation that a debtor is not paying invoices by the due date.
Customers who do not pay on time can be put onto Stop Supply.
...