Credit Limit Management with the ERP software

Credit Limit Management with the ERP software

A Credit Limit management, in line with the modern company expectations, requires several types of controlling operations in the sales flow and different actions according to the different types of document.

Several functions are  now made available for a wide and on-time management of the credit limit granted to the customers.

Regarding the control on turnover and the total credit limit, the bills are now considered to be collected until the relevant due date, eventually increased by a number of days decided by the user, this independently from the type of closure you have provided for the customer. 

Image is not availableIn total there are four check criteria for the credit limit that allow you to keep under control your customers' reliability from the moment in which you receive the order, considering their total exposure in our regards:

  • single order value;
  • total value of the orders still to be fulfilled;
  • turnover still to be collected;
  • total Credit Limit (orders not delivered, delivery notes not invoiced and invoices not collected).

For each type of check you can specify the action to be carried out on different types of document (orders, delivery documents, invoices).

Entering a Customer Order, if one or more parameters relevant to the Credit Limit management is overrun, it is possible to block the document, that is registering the order denying its fulfillment until it is unblocked. The block can be manually activated also.
Unblocking an order is possible throughout an apposite procedure (that saves the user who has already run the latter, in addition to the date and time of the execution).

Being aware of the customer exposition is now really simple and possible in several points of the program: in the Customers Master and when saving documents relating to the customer itself.
A window displays in a summarized, but complete, manner the customer status relevant to the Credit Limit allowed.
At this point three groups of data are displayed: the amount of the Credit Limit allowed, the amount used and the difference between the two values.
Thanks to a "traffic light" it is pointed out, in a fast and intuitive way, which parameters have been overrun and to which you have to pay close attention.

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