The system can be configured to place Customers on credit warning when their A/R open items become past due. Instructions for setting up that configuration can be found here: Section 10.13.8, “Configure Accounting”. To take full advantage of this functionality, you will need to regularly run the Update Late Customer Credit Status utility.
Note
This utility will be hidden if your system is not configured to place Customers on credit warning when their A/R open items become past due.
When run, this utility will review all late A/R open items for all Customers. Any Customers found to have late items falling outside the grace period will be placed on credit warning. These Customers will automatically be taken off credit warning once their late items are paid. You can run the utility using the following screen:
When updating the credit status for late Customers, you are presented with the following options:
To the far right of the screen, the following buttons are available:
- CANCEL
Closes the screen, returning you to the application desktop.
- UPDATE
Select to run the batch allocation process, using the specified parameters.
- SUBMIT
Select to submit requested action to the Batch Manager for processing.