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online credit check

Posted: Fri Nov 02, 2012 11:56 am
by orais
Is there any way allow user to check the credit available for customer during entry the sales order in other words can user check the credit status of customer before he book the order from the sales order screen

Posted: Sat Nov 03, 2012 1:42 am
by admin
Try reports,

AR: Customer Credit Snapshot
OM: Credit Check Processor

Posted: Sun Nov 04, 2012 3:46 am
by hiszaki
Hi all,

According to my knowledge, AR: Customer Credit Snapshot get the customer credit In AR only without taking the open orders and OM: Credit Check Processor used to release any holds related to customer.

Is this right? so how I can know the customer credit available when enter the sales order?

Thanks again
Hisham

Posted: Tue Feb 26, 2013 8:49 am
by mjunaid
You can create presonalization on order form and enables a menu options in tools to view credit limit info by user.