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.
Table of Contents |
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i. New field in customer card
New field Credit Limit Tolerance added. This field also related to then enhancement for Credit Approval
*User need to fill up Credit Limit Tolerance to existing customer card if any.
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ii. Action Menu
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. |
iii. How to use the Credit Limit Worksheet
Steps | Description | ||||
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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 | ||||
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
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3 | 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. User can edit the suggested credit limit or apply the suggested limit to the customer. | ||||
Click Apply Suggested Credit Limt. if ready to update the credit limit to customer card | |||||
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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