Security and Credit Control

When raising an invoice document for a customer who is either Credit Stopped or has exceeded their credit limit one of the following will occur dependant on the users security access to the security object "Authority Credit".

Access	Condition	Action
No Access	Either	Access to the customer is rejected.
Authorisation required for limit exceeded	Limit Exceeded	The user must obtain a credit authority to continue or the customer is rejected.
	Credit stopped	Access to the customer is rejected.
Both Limit and Stop require authorisation	Either	The user must obtain a credit authority to continue or the customer is rejected.
Credit stop authorisation required	Limit Exceeded	The user receives a warning but may continue.
	Credit Stopped	The user must obtain a credit authority to continue or the customer is rejected.
Full Credit Access	Either	The user receives a warning but may continue.

The user can obtain a credit authority in one of two ways. The first is for the salesperson to contact a credit officer with the necessary access and a computer available to them. The salesperson relays the information presented on the authority request screen (the invoice document number and the customer code) to the credit officer who enters these details into the Give Credit Authority screen. Once the necessary user account and password details are entered the officer is given an authority number. This number is relayed to the salesperson who enters the number to their computer thus authorising the document.

The second method applies if the user has access to a more privileged account or if a more privileged user is present at the point of sale. In this case the override facility may be used. This facility allows the user to identify the higher privilege account and its password to gain the necessary authorisation without actually having to log into the system using that user account.Note that for an authorisation to succeed the user account and password entered must have a Credit access level high enough to grant the authorisation requested. This means that to authorise a Credit Limit that has been exceeded requires "Credit stop authorisation required" or "Full Credit Access" level. To authorise a credit stop the user account being used must have :Full Credit Access" level.

Because the authority codes used to grant access to a document are based on both the document code and the customer code the same authority code will not work for other documents with the same customer or for other customers on the same document (ie. you must obtain an authority for each document - customer combination).