Embedded Files
Menu Path: Admin > System Settings > Business Rules > Sundry
Note: Enable ‘Remove Customer On Hold Automatically’, if you want to remove the Customer on hold automatically when the payment is received from the Customer and the pending balance from the Customer goes below the Credit limit.
Customer Master
Menu Path: CRM > Customer > New > Finance
Set the credit limit, enable ‘Amount over Credit limit’, and enter the Amount
Sales Invoice: When a Sales Invoice is created for this customer and the balance amount for the customer exceeds the credit limit, a confirmation message pops up.
On clicking ‘Yes’, the confirmation message as shown in the below snapshot pops up. If you click on ‘Yes’, the Sales Invoice will be saved and the customer will be put on hold.
Account Summary: To view the Credit info of the Customer, go to Menu > Account Summary [Ctrl+T] from the Customer List or Master.
When the Customer (whose balance amount has exceeded the credit limit) is selected while creating a Sales Order or Sales Invoice, the following message pops up.
Click on ‘Yes’ to proceed.
The privilege to create/update the Sales Invoice or Sales Order by a particular user can be controlled by assigning/ removing the following security rights respectively - ‘New/Update Sales Invoice Transaction with Customer on Hold’, ‘New/Update Sales Order Transaction with Customer on Hold’
When the Security right is assigned, the user can proceed with creating/ updating the Sales Invoice/ Order
When the Security right is not assigned, the Security check window appears.
The User will be able to proceed only after entering a valid User and Password for which the sufficient right for the above process is available.
This helps the Sales head to manage and control the Sales Transaction getting created for the Customers on hold.
Automatic removal of On Hold: When the Payment is received from the Customer and the balance amount falls below the Credit Limit, the Customer is put off hold automatically and the user will not be prompted with the ‘Customer on hold’ message.
The user can create the Sales Transaction by adding the products and other relevant details.
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