DataBase - Credit check in GP

Asked By Jamrock

20-Nov-08 11:33 AM

GP sales module can automatically place an order on hold if the customer is
above his credit limit.

It will give a warning if the customer has balances over a user defined
aging period.

Is there anyway to put an order on hold if the customer has balances over a
user defined aging period?

20-Nov-08 12:55 PM

Jamrock,

Actually it’s not! We have developed a tool in our company to achieve this
goal, please check the tool technicalities below:

http://www.greatpbs.com/Objects/Documents/CustomersHoldsManagement.pdf

Regards,
--
Mohammad R. Daoud
MCP, MCBMSP, MCTS, MCBMSS
Mob: +962 - 79 -999 65 85
Great Package For Business Solutions
daoudm@greatpbs.com
http://www.greatpbs.com
http://mohdaoud.blogspot.com/

20-Nov-08 05:02 PM

Yes, using Credit Process holds.  You can set your limits as you would for
the warning and attach the Credit Process Hold to the document type.

I have this set up for several customers.  If the customer goes over their
credit limit amount or the credit terms dates by a specified amount (we
usually give a 10.00 margin) then the sales document is placed on Process
Hold.

This is covered in detail in our Understanding Sales Order Processing
manual.  there is also a FREE white paper under Free Stuff on our web site
that describes how to do this.

--
Richard L. Whaley
Author / Consultant / MVP 2006-2008
Documentation for Software Users

Get our Free Tips and Tricks Newsletter and check out our books at
http://www.AccoladePublications.com

21-Nov-08 10:48 AM

Yeah, Richard is right! I thought you are looking to hold the customer, not
the order.

Regards,
--
Mohammad R. Daoud
MCP, MCBMSP, MCTS, MCBMSS
Mob: +962 - 79 -999 65 85
Great Package For Business Solutions
daoudm@greatpbs.com
http://www.greatpbs.com
http://mohdaoud.blogspot.com/

22-Nov-08 04:15 PM

Thanks Richard,

I will have a look.


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