The System Controls Credit Tab set-up form is accessed via the System Maintenance / System Controls menu options within the Contract Administration module.
The Credit Tab contains the credit check controls. These controls are to be set up for each operational company.
The priority level required to override the Credit Limit e.g. 5.
The priority level required to override the Automatic Credit Limit Stop e.g. 9.
A checkbox which, when ticked, denotes that credit is to be allowed if a credit record does not currently exist.
A checkbox which, if ticked, denotes that the advanced credit control functionality should be used i.e. :
- Credit Information Setup Form
- Attach Credit Code to Address Group
- Establish Credit Limit for Parent Address Group
Credit Codes- Rebuild Credit Information
If not ticked (as although the advanced functionality introduces tangible benefits, it may not be used by all Kestrel customers due to the added overhead of setup and maintenance required) a number of forms and menus are disabled. The Income Outstanding command button is disabled in the Address Groups Contract Admin Tab; the Credit Codes and Rebuild Credit Information menu options are disabled in the Contract administration Miscellaneous Options menu. All relevant fields are disabled in the Address Group Credit Controls form.
A checkbox which, if ticked, disables the credit checking facility in the Start Contract process.