Phreesoft Support Forum

Hi, I have enabled checking customer credit limits in the admin modules. but it seems that it is not working.

I use 3.1 and I use a custom currency (Php)

Is there something that I miss?

--Aldous

Customer Credit Limit may not good to the consumer or customer but it must be implemented of we really want an organize business.

Best Payroll Services

The customer credit limit, as implemented at this time, is mainly a notification. If you show customer/vendor status, you will see the credit limit amount and the current balance owed by the customer/vendor. Is this not happening? Were you expecting something different to happen?

Dave

Dave,

Where do I see the customer/vendor status?

-- Aldous

no this is fine it shows .,but if a customer buys and he is set on 30 days net and u inv out more then credit limit it still shows account as good ,by the way if a customer has reached its credit limit it should block the customer off from sales orders and invoicing until the customer pays or the credit limit is increased..EVEN IF HE IS SET TO 30 DAYS ..he is only good for the amount of the credit limit.regardless of the payment term .
the easiest way is if the credit limit is reached the customer must be made inactive and the admin must then either make the customer active and increase the credit limit.
just showing the status doesnt help any one especially if u have different people in different departments .

When making a new Invoice and the credit limit is exceeded, is there a notification or prompt that warns us?

where do i see this customer status?is that in the reports?

under company module administration phreebooks and the second last option u must set to yes the when u make a order or invoice it pops up ...its a pop up

Oh now i see it!

I think this feature should be set on by default

Thanks!

Some find it annoying, others do not. Depends on if users use the feature. IF I default it to on, others will want it off. You can't win.

Dave

dave is there any way even if i have to write it myself to make an account inactive once credit limit is reached..

I think having the option to block a sale with manager override is a good idea.

_________________
Alvin

yip gr8 idea ...

Are you looking at a popup window that a user with the proper permissions to override and allow the order to proceed or only users with the proper permissions (like full access to the Sales/Invoice page) can continue to place the order.

The first would require a popup with fields for a username and password to confirm (or the form clears???), the second would be like now if permitted or an error message and a cleared form if not permitted.
Dave

hi dave thankz
it must be like the first option a pop up so that a username and password must be used to confirm. so the accounts department must put in the user name and password and that might e diffrent to a user who has full access to invoice and orders .. what u think

I'm looking at adding roles to the user screens to quickly define security permissions. I think the best approach would be to tie the credit limit into roles and require a certain role to enter a user name and password to post a sale over the credit limit. What do you think?

Dave