Consultants of Synergy Business Solutions - Accounting, Financial, Executive and Project Solutions.
By Donna Hurst
I recently was working through an issue where the Credit Limit on a specific customer was being exceeded but Order Management (part of our Materials Management and Distribution software series) was allowing additional orders to be entered and was not putting the order on credit hold. After poking around I found this little tiny Check Box in the Terms Maintenance screen in a section titled “Order Management.” The check box is labeled “Include in Credit Check Balances.” This obscure little check box was causing issues as it was not checked on several terms. This was causing all invoices with these terms to not be included in the balance of the customer for credit checking purposes. Terms maintenance is something simple that never really gets thought about once it’s setup – but those pesky little check boxes really do matter!
I was glad I was able to quickly solve this issue for the client and that it made life much easier for them.
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