Entering Additional Customer Credit Data

Do the following...

Enter the maximum number of days in which an invoice can be paid and still be applied to a salesperson's commission.

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 person or message group in User Maintenance. If they are not activated in User Maintenance, they are not options to select from in this field.

You can use activity triggers and the SEND@CREDIT email address to automatically notify your credit manager defined here when certain activities occur. For more information about this trigger option, see Activity Trigger Automatic Emails in the Outbound Email documentation. For more information about setting up activity triggers, see Assigning Activity Triggers

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 payment from this customer.

Use to exclude orders with a ship dates far into the future so as not to adversely impact customer's credit limits. Enter the number of days beyond which open orders with ship dates exceeding the number of days are omitted from the credit checking process. For example, if you enter 7 and today is May 5, the system includes orders with a ship date from May 5 to May 12.

This setting is useful when you have customers that routinely plan in advance for large orders, but you do not want those advance orders to force the customer into credit hold. You can set this field to 60 and any orders that are over sixty days out are not considered when making credit calculations.

This setting overrides any setting in the Number Of Days In Future For Credit Exposure In Open Orders control maintenance record. This value displays in bold if you are overriding the control maintenance record.

Important: If this field is left blank, the system uses the global setting in the Number Of Days In Future For Credit Exposure In Open Orders control maintenance record.

Note: You can display the open orders through A/R Inquiry with the Future Open Orders view.

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, unless approved by an authorized user.

• A number between 1 and 998 - Defines the percentage, between 1 percent and 998 percent, which 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.

Note: If there is a defined percentage in this field and the SOE.CREDIT.RELEASE key is assigned to the user, the system restricts the user to the lower of the two percentages.

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 control maintenance record.

• The percentage d 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.

Enter Yes to activate the Anticipation Credit program for this customer, otherwise, enter No.

Note: The Anticipation Credit feature must be fully implemented for this setting to be effective.

Enter Yes to include previously assessed unpaid service charges in the current service charge calculation when printing statements, otherwise enter No.

This setting overrides the setting in the Include Service Charges In Service Charge Calculationcontrol maintenance record.

Select the check box to...

prevent this customer's overdue invoices from being printed or faxed from the collection queue.

The system prompts you that this customer is excluded from collection invoices, but you can override this setting, if necessary.

If left unchecked, the system prints or faxes this customer's overdue invoices from the collection queue.

exclude this customer from service charge calculation, regardless of the service charge settings on an order.

require the order writer to verify the customer's checks.

Note: The system uses this field when you enter a payment in the Check field on the Sales Order Entry Totals window.

Enter one of the following to determine whether to send Level 3 data to your credit card processor:

• Yes - The system sends Level 3 data, such as freight amounts and tax amounts. This is the default.

• No - The system does not send Level 3 data for this customer. Deselecting 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 for this customer.

disallow credit card information to be entered for this customer in Customer Maintenance. Selecting this check box also disables the ability to save credit card information for the customer in Sales Order Entry. Select this check box 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 to a customer record.

allow payment by credit card of more than one order at a time. For more information about payment by credit card see Quickly Closing Counter Ordersin Sales Management.

exclude the customer from any cash amount write off utility run. For more information about the utility, see Automatically Writing Off Cash Amounts in Accounts Receivable.

exclude the customer from any invoice amount write off utility run. For more information about the utility, see Automatically Writing Off Invoice Amounts in Accounts Receivable.