Customer Back Office Setup - Credit

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

Field	Description
Credit Limit	The limit on the customer's credit.
Hold Code	The reason to hold the credit.
Default Payment Option	The payment option used as a default.
Comment	Notes regarding the customer's credit.
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.  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, it 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

On This Page
→ Add a Bank	→ Edit Bank Information
→ Related Data Requirement Messages (DRMs)

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	Displays the name of the bank associated with the current record.
   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 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. 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