ISTech Support Forum

ISTech Support Forum
http://www.istechforum.com/YaBB.pl
Evo-ERP and DBA Classic >> Suggestions for Updates >> Customer Outstanding Credit Remaining
http://www.istechforum.com/YaBB.pl?num=1045784546

Message started by Lynn_Pantic on 02/20/03 at 17:42:26

Title: Customer Outstanding Credit Remaining
Post by Lynn_Pantic on 02/20/03 at 17:42:26

Have a request to improve the Outstanding Credit Remaining logic. Question is, what should be compared to the Credit Limit as entered in AR-A to determine credit remaining? Invoices and credits for sure but what about Deposits and Open SO? Feedback please.

Title: Re: Customer Outstanding Credit Remaining
Post by kmason on 02/24/03 at 13:00:45

Yes, I would think deposits and open or outstanding sales orders should be taken into consideration, especially if it is to be used as a tool for determining if a new order will put a customer over their credit limit.

This is more critical when doing specialty items as opposed to "stock" items. If the particular product can ONLY be sold to one particular customer, then open sales orders are critical to consider. If I can sell the same item to several customers, it is less critical to track sales orders, just open invoices/deposits.

As in everything, a little intelligence has to be put into it with regard to knowing how a customer pays. Some invoices may clear by the time the next order is to begin.

Title: Re: Customer Outstanding Credit Remaining
Post by aricon on 02/24/03 at 13:09:41

Actually, Lynn, I think Karen almost inadvertently hit on a neat tweak to this.....

Maybe an extra setting in the AR Defaults that would enable/disable also checking the BKARDays_to_Pay field in ARCUST and if the value here is below a threshold value that could be specified in the defaults, then it would warn but allow. If it is over and this default was set to not allow, then it would disallow the sales order.

Just another extra helpful tweak.