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 | ||||
---|---|---|---|---|
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.
| ||||
3) Select Action button Calculate Suggested Credit Limit... | ||||
4) Review Customer Credit Limit | ||||
5) Apply Suggested Credit Limit | ||||
6) Credit Limit Updated to Customer Card |