Credit Checking

When the Credit Ok button on the Customer screen is depressed the credit checking facility is activated. This is a special mode of access to the customer screen. While in credit check mode you can move about the customer file accessing only those customers who fall into specific credit conditions. Which customers are accessed is controlled by the values entered into the following fields:

• Include Stops - If this box is checked then all credit stopped customers will be included.

• Default Limit - If an amount is entered here then any customer with no credit limit but an account balance that exceeds this value will be included.

• Overdue Limit - If an amount is included here then any customer with an overdue balance greater than this value will be included.

• Credit Limit - Any customer who has a credit limit and whose current balance exceeds that limit will be included.

By using the credit checking facility the credit officer can easily step through the customer file by Code, Name or Area seeing only those customers whose credit requires review. This makes the maintenance of credit stops and credit limits a much simpler task.