Customer Back Office Setup - Credit

Overview

Updated 07/08/2021

In Customer Back Office Setup, the Credit sub-category records customer bank and credit card information. A user can add and edit banks, credit cards, and other payment mechanisms like debit cards.

Field	Description
Credit Limit	The limit on the credit card.
Hold Code	The reason to hold the credit card.
Default Payment Option	The payment option used as a default.
Comment	Notes regarding the credit card.
Warning Value Type	Either Percent or Amount.
Warning Value	When the credit extended to a customer reaches the amount or percent listed here, the system generates a warning message that the customer has reached the Warning Value. For example, if a customer has a credit limit of $20,000, a Warning Value can be set at $18,000 to warn that the limit is approaching.  NOTE: When a warning value is reached, a Data Requirement Message (DRM) generates. This DRM type cannot be set in the Customer > Back Office Setup > Credit area, however, the DRM type can be adjusted in Admin Tools by a credentialed user. To adjust the DRM type... Navigate to Start Page > Actions menu > Admin Tools > Data Requirement Message Search for the term "Credit Limit" in the Stored Procedure column Click on the DRM row to be adjusted From the Error Type drop-down menu, select Warning or Severe 'Warning' allows a user to continue after acknowledging the DRM 'Severe' does not allow a user to continue after acknowledging the DRM

Add a Credit Card

1. Click the Add New Credit Card button in the Add New group. This opens the Add/Edit Customer Credit Card window.
   
   
   
   
2. In the Add/Edit Customer Credit Card window, enter the following data:
   
   
   
   

   Field	Description
   Credit Card Alias	A descriptive name for the credit card. For example, "Expense Account Card." Caution: This field has a 25-character limit. Entering an alias longer than 25 characters will generate an Avionté Run Time Error.
   Credit Card Type	Name of the credit provider that supplied the card. For example, Visa.
   Name on Credit Card	The cardholder's name that appears on the card itself.
   Credit Card #	The number of the credit card.
   Exp. Date	The credit card's expiration date (MM/YYYY).
   Verification Code	The three digit security code, generally located on the back of the card next to the signature panel.
   Notes	Commentary regarding the credit is entered here.
   Address Group	Optional: The information in the address group pertains to the address information associated with the credit card. It is not necessary to enter this information in order to save the data.

3. Click the Finish button to save the data.

Edit a Credit Card

1. Select a credit card to edit from the grid on the right-hand side of the window by double-clicking a specific entry. This will open the Add/Edit Customer Credit Card window.
   
   
   
   
2. From the Add/Edit Customer Credit Card window change the data aspects that require alteration.
   
   
3. Click the Finish button to save the data.

 

Add a Bank 

Note: Deactivate the old bank and create a new bank record to prevent sequencing errors when switching banks. 

1. Click the Add New Bank button in the Add New group. The CustomerBank screen will open.
   
   
   
   
2. On the CustomerBank screen, enter the following data:
   
   
   
   

   Field	Description
   Bank Name	Name of the bank being added.
   Account #	The identification number of the bank account being associated with the customer.
   Routing #	The nine-digit routing number of the bank account being associated with the customer.
   Notes	A free-form text field designed for miscellaneous notes about the bank.

3. Click Save Bank to save the data.

Edit Bank Information

1. Select the bank to edit from the grid on the right-hand side of the window by double-clicking the entry. This will open the CustomerBank window.
   
   
   
   
2. The CustomerBank window will be populated with the previously entered data for the bank (see the CustomerBank steps above). Click into the fields to enter any needed changes.
   
   
3. Click Save Bank to save the data.

 

 

 

Related Data Requirement Messages (DRMs):

ppv_CheckForCustomerCreditLimit

tbv_CheckForCustomerCreditLimit

 

 

Related Counters:
 

Credit Limit Warning

 

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