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Wouldn’t it be great if when a Customer calls in you have an easy way to know if they are over their credit limit? With GP 2015 R2, now there is!
Introducing the Visual Customer Over Credit Limit!!
Two new checkbox setup options have been added to Receivables Setup:
The first option give a Visual Cue if a Customer is over their Credit Limit:
The second option gives a Warning message when a Customer is over their Credit Limit:
These new options are available in a wide number of windows in GP, including:
1) Customer Maintenance
2) Customer Inquiry
3) Sales Transaction Entry
4) Sales Transaction Inquiry Zoom
5) Purchase Order Entry – drop ship
6) Receivables Transaction Inquiry – Customer
7) Cash Receipts Entry
8) Invoice Entry
9) Invoice Inquiry Zoom
10) Project Accounting
a. Click on Billings
b. Click on Contracts
c. Click on Projects
d. Navigations lists
11) Field Service
a. Contract Transactions
c. In Transit Transfers
d. RMA Transactions
e. Service Call Transactions
f. Navigation Lists
Our new Visual Cue and Warning message will help your CSRs quickly identify over credit limit situations so they can be addressed more quickly and efficiently.
Hope you like this new feature!!
Click HERE for more detailed information around New Applications Features in Microsoft Dynamics GP 2015 R2 and a VIDEO!
Click HERE to view the GP 2015 R2 New Features blog schedule!! Lots of COOL new features to see!!
As always, keep up to date on what you need to know with our Microsoft Dynamics GP Blogs!