Entering Additional Customer Credit Data in Eterm

Use the Add'l Credit Data hot key in Credit Control Parameters to define how you want to manage credit data for your customer. You can set up detailed criteria for a customer's credit transactions to enter information used by system reports, override credit-related control maintenance records, and narrow searches for open orders in review queues. You can also activate the Anticipation Credit feature, exclude a customer from receiving service charges, or exclude open orders from credit checking processes.

To enter additional customer credit data:

From the Files menu, select Customer to display the Customer Maintenance screen.
In the Customer/New field, enter a customer's name to display the customer record.
Use the Credit hot key to display the Credit Control Parameters screen and use the Add'l Credit Data hot key to display the Additional Customer Credit Data screen.
Complete the following fields, as needed:

Field	Description
Max Collection Days	Enter the number of days by which an invoice must be paid to be applied to a salesperson's commission. You can include or exclude commissions paid over the customer's maximum collection days in the Commissions Report, by populating the report's Over Max Collection Days field.
Credit Manager	Press F10 and select the user or message group ID to use as the credit manager for this customer's account. You can use this information to view only the open orders with a credit status assigned to this credit manager on the Open Order Status Review Queue. Note: The Credit Manager option must be flagged for the user or message group in User Maintenance.
Anticipation Credit Invoice	Enter one of the following: Y - Activates the Anticipation Credit program for this customer. Anticipation credit is a reward that selected customers can receive if they pay an invoice before it is due. N - Does not activate the Anticipation Credit program for this customer. This is the default entry.
	The system calculates anticipation credit and applies it when a user completes a cash receipts entry, provided that the user requests that the system check for it, and that the following invoice eligibility criteria are met: The invoice amount is greater than zero. Invoice terms are not listed in the Terms Code To Exclude From Anticipation Credit Eligibility control maintenance record. The invoice has not had a previous anticipation credit applied to it. The invoice balance is zero because of this payment.
	The system calculates the amount of anticipation credit given to each invoice using the following algorithm: [Invoice Amount - (Discount taken + Miscellaneous Adjustments)] x Anticipation Credit Percentage x # of Days Early / 365 Note: To fully implement the Anticipation Credit feature, create a miscellaneous charge product in Product Maintenance, which the system uses to determine the anticipation credit percentage, and then assign this product to the C/R Anticipation Credit Invoice Product control maintenance record.
Include S/C Inv in S/C Calc	Enter one of the following to determine how the system handles service charges for this customer: Y - Overrides the setting in the Include Service Charges In Service Charge Calculation control maintenance record. N - Uses the setting in the Include Service Charges In Service Charge Calculation control maintenance record.
Credit Card Information	For cash required orders, enter one of the following: None - No credit card information is needed from this customer. Prompt - Prompts for credit card information when taking a credit card as payment from this customer. Required - Requires credit card information when taking a credit card as payment from this customer.
Exclude Customer Srv Chgs	Enter one of the following: Y - Excludes this customer from service charge calculation, regardless of the service charge settings on an order. N - Allows service charges to be calculated on this customer's orders.
Credit Release Percentage Override	Enter one of the following to allow this customer to exceed the pre-defined credit limit by a percentage of that credit limit: 0 - Allows no credit release over the customer's defined limit from the Credit Control Parameters screen, unless approved by an authorized user. A number between 1 and 998 - Defines the percentage, between 1 percent and 998 percent, that the customer is allowed to go over their defined credit limit. 999 - Allows the customer to exceed the credit limit by an infinite amount. If you leave this field blank, the customer can exceed the credit limit by the percentage assigned to the user in the SOE.CREDIT.RELEASE authorization key.
Pass-Along Discount Holdback Prcnt	Enter one of the following to define a percentage discount passed along from the vendor to your customer: 0 (zero) - Uses the setting in the Pass-Along Discount Holdback Percent Percent control maintenance record. The percentage from 01.00 to 99.00 to use for pass-along holdbacks - Assigns a holdback discount percent to subtract from a vendor pass-along discount due the customer on an order, and overrides the setting in the Pass-Along Discount Holdback Percent control maintenance record. The holdback percent is an absolute value, not a percent of the pass-along discount percent. For example, if a pass-along discount due to a customer is 2% and the holdback percent is .5%, the system reduces the pass-along discount percent to 1.5%. Note: The system does not allow a holdback percent to make a pass-along discount negative so that a customer receives a credit.
Require Check Verification	Enter one of the following: Y - Requires the order writer to verify the customer's checks. N - Requires no check verification. Note: The system uses this field when you enter a payment in the Check field on the Sales Order Entry Totals screen.
Allow Sending Credit Card Level 3 Data for Customer	Enter one of the following to determine whether or not to send level-3 data in the credit card settlement process: Y - The system sends level-3 data. This is the default. N - The system does not send level-3 data. This option provides a cost savings if your company does not use the level-3 information. This setting overrides the setting in the Allow Sending Credit Card Level 3 Data control maintenance record.
Do NOT allow Credit Cards to be saved to this account	Enter one of the following regarding credit cards for the customer: Y - Does not allow credit card information to be entered for this customer in Customer Maintenance. Setting this field to Y also disables the ability to save credit card information for the customer in Sales Order Entry. Set this field to Y for generic customers you use on sales orders for customers that are not in your system or for those customers who do not want to provide their information tor a customer record. N - Allows credit card information to be entered in Customer Maintenance and in Sales Order Entry for this customer. This is the default.
Exclude from Automatic Write Off of Cash Receipts	exclude the customer from any cash amount write off utility run. For more information about the utility, see Automatically Writing Off Cash Amounts Automatically Writing Off Cash Amounts in the Accounts Receivable documentation.
Exclude from Automatic Write Off of Invoice	exclude the customer from any invoice amount write off utility run. For more information about the utility, see Automatically Writing Off Invoice Amounts Automatically Writing Off Invoice Amounts in the Accounts Receivable documentation.

Use the Comm % by Collection Days hot key to define a range of days for which unpaid invoices affect the percentage of commission earned.
Press Esc to save the settings and return to the Credit Control Parameters screen.