Use an Operations Credit Structure for Orders, Fertilizer Batches and Direct Orders to insure the grower has adequate credit to purchase the item(s) prior to delivery. For Orders, the verification of credit worthiness occurs when the Bill of Lading is printed for delivery, with a Fertilizer Batch verification occurs as part of the blending step and for Direct Orders
Create an ID of up to 10 alpha-numeric characters and add the Name of up to 50 alpha-numeric characters.
Select either Cost or Price in Base Comparison which is the transaction total, not including any applicable tax, to be used for comparison against available customer credit.
By default in Calculation, Available Credit and Extended Base Comparison are selected by default. Available Credit for a customer is calculated by subtracting the current AR balance from their Credit Limit.
If selected, the following amounts are subtracted from the available credit limit.
- Delivered Open Order Value
- Non-delivered Open Order Value
- Shipped Direct Orders
- Non-shipped Direct Orders
When selected, the following amounts are added to the available credit limit
- Specific Item Prepaid Available
- Purchase Summary Prepaid Available
- Unspecified Prepaid Available
In Application, select which transaction type the new credit work flow will be applied.
- Standard Orders
- Fertilizer Batches
- Direct Orders
- Select Customer Operational Available Credit to add Operational Available Credit for the Current month only to the Customer Detail on the Status tab. This option is available for one Operations Credit Structure only.
Indicate the Limitation of the Operations Credit Structure
- Not Allowed- if the transaction exceeds the available credit limit, the transaction will not continue.
- Allow Manager Override- allows for use of the manager override password to allow the transaction to continue
- Allow with Warning- A credit limit warning appears that allows the transaction to continue when accepted.