SETUP MANUAL

(CREDIT LIMIT)

INDUS DYING AND MANUFACTURING LIMITED

A. F. FERGUSON & CO.

CHARTERED ACCOUNTANTS
A member firm of
STEP BY STEP - ENABLING CREDIT CHECK FUNCTIONALITY

Step 1: Credit Check Rules Setup

Order Management Super User
Setup>Credit>Define Credit Check Rules

Once Credit Check Rule set then this can be used at the following points in the Order Life Cycle.

The same credit check rule, or different credit check rules, can be defined for all four (4) of these
phases:

1. Ordering
2. Picking/Purchase Release
3. Packing
4. Shipping

STEP 2: Customer Profiles Setup

Customer>Standard
On the Account Profile Tab, ensure the credit check box is checked

In the Profile:Amounts Select the currency and change the Order Limit and Credit Limit to as needed

Step3: Payment Terms Setup

Setup>Orders>Payment Terms

Step4: Order Types Setup - Select at what stage of Ordering you would like to perform Credit Check

Setup> Transaction Types>Define

Step5: Run the “Initialize Credit Summaries Report”

Order Management Super User

Setup>Credit>Initialize Credit Summaries

Step6: Run the “Credit Exposure Report”

Reports, Requests>Run Reports

Step7: Now Test

Now Book the Order.

You should see the credit check hold being applied and a message indicating the same