Accessed via
Address Management,
selecting
Credit Controls
from the
Edit
Menu
or by selecting the
icon
from the
Toolbar
and selecting the
Limits Tab
.
This Tab contains the current credit limits and balance for the selected customer.
This area contains the following fields:
Credit Limit: The credit limit established for the selected customer.
Note: If this credit limit is exceeded then the Convert Quote and Allocate Order to Supplier (in Vehicle Purchasing) processes generate a warning message.
Stop: A checkbox which, if ticked, places the customer on stop without the necessity of placing the Sales Ledger account on stop. This may be of use where the Sales Ledger account is used by more than one Fleet customer. This is a manual process.
Maximum Limit: The Maximum credit limit. The Credit Limit(above) may be overridden by a pre-determined priority level up to this maximum amount.
Current: The current exposure balance calculated by the system according to the settings determined within the remaining Contract Status Tabs within the address group Credit Control option. This field cannot be edited.
Last Updated: The date that the Current Balance was last calculated (by Building Summaries) and amended. This field cannot be edited.