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 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.
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. |
How to use the Credit Limit Worksheet
Steps | ||||||||
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1) Select the action Credit Limit Worksheet | ||||||||
2) Fill up the worksheet for review and apply new credit limit. 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.
Rows for selected customer to be populated to Credit Limit Worksheet
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3) Calculate Suggested Credit Limit... 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...to calculate | ||||||||
4) Review Customer Credit Limit | ||||||||
5) Apply Suggested Credit Limit | ||||||||
6) Credit Limit Updated to Customer Card |