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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

Field Description

(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 Nature of Business - RTL-MEDCO Sales Data from 1/1/2020 to 6/30/2020 use for review the credit limit 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

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 - show the existing credit limit for the customer Credit Limit Tolerance - show the existing credit limit for the customer

• 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..

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

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.