08-Credit Limit Worksheet and add field in Customer Card
A place for review all customers & apply all new C/L at the same time.
i. New field in customer card
New field added in Customer Card.
| Field | Description | Remarks |
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| Credit Tolerance % | User enter the Tolerance % in customer card if any. System will calculate Credit Limit Tolerance Amount accordingly. | 1) When Go-live, data patch for existing customer for Credit Tolerance% is requested. NOTE: in UAT, data patch for the Customer code with following criteria is done for user test the feature. - set Credit Tolerance % = 10
- Customer No. beginning with DS, Credit Limit > 10 and non-blocked
2) When create new customer, user need to fill up Credit Tolerance % in Customer Card if any. 3) This field is included in Copy Customer function |
| Credit Limit Tolerance | Credit Limit Tolerance calculated by system. Not allow to change.
| This field also related to then enhancement for Credit Approval |
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Action menu for Credit Limit Worksheet added. User can find in Departments => Financial Management => Tasks User can use the standard function Add to Actions on Role Center Ribbon if needs. 
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iii. How to use the Credit Limit Worksheet
| Steps | Description |
|---|
| 1 | Go to Credit Limit Worksheet |
| 2 | Add Customer to credit limit worksheet Select Action button Add Cust. to Credit Limit Wksh. Remarks: user can fill up the Start Date, End Date, Customer, Calculation Value x, y manually 
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| Fill up the criteria for adding customer to the worksheet for review the sales amount and credit limit in the worksheet. Click OK to confirm the option | Field Description |
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(1) Start Date / End Date Enter the Date Range for allow system calculate the Sales Amount for the customer during the period (2) x / y - calculation figure for the calculate the suggested credit limit. (3) Filter criteria for Customer The screen capture show the sample as below; - Review the customer with Customer Number start from DS
- Sales Data from 1/1/2021 to 6/30/2021 use for review the credit limit
- Existing Credit Limit is HK$10 or above
- Formula for calculate Suggest Credit Limit = Sales Data / 6 * 3
Remarks: - Blocked - Default value is "Blank", No need to change this option if user only need to review the customer which is not blocked any sales transaction
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| 3 | Calculate Suggested Credit Limit... - Rows for selected customer to be populated to Credit Limit Worksheet
| Field Description |
|---|
- Start Date / End Date / x / y are populated according to the filter options
- Sales (LCY) - system calculate the sales amount of the customer during the period between start date and end date
- Credit Limit and Credit Limit Tolerance - show the existing credit limit and Tolerance for the customer. Data from Customer Card.
- Credit Tolerance % - show the existing Credit Tolerance %, data from customer card.
- Suggested Credit Limit - calculated by system. Round up to thousand.
- New Credit Tolerance - calculated by system according to suggested credit limit and credit tolerance %.
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- User can add/delete customer or change the x / y value before calculate the suggested credit limit.
- Click the action button Calculate Suggested Credit Limit..
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| 4 | Apply Suggested Credit Limit - Suggested credit limit to be calculated according to the formula Sales (LCY) / x * y and round up to thousand.
- User can review and edit the suggested credit limit
- Click Apply Suggested Credit Limit button when reviewed and ready to update the new Credit Limit to the customer card.
- Please note:
- Credit Tolerance is according to Customer Card, not allow to edit in Credit Limit Worksheet.
- New Credit Limit Tolerance calculated by system, not allow to edit.
- Delete the line if no need to update the new credit limit for the customer.
- User can delete all lines for calculated the credit limit or no need to update to customer card.
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| 5 | Credit Limit Updated to Customer Card System update the credit limit to customer. The credit limit change information to be added to Comment Sheet by system. 
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