Provides for more detailed debtor information together with the current credit status of the customer. End of Period processing has the option of placing aged period accounts on Hold.
Steps|
1. |
Credit Form Tab |
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2. |
Debtor Trading Details
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Trading Name - of the customer which may an be different from the debtor account name |
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Company Name - full company name, which may be different from the trading name |
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Proprietors Name - owner of the business. Detail completed where the customer is not a company |
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Commenced - system date debtor record was created. Can be edited |
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ACN - company number where applicable |
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ABN – Australian Business Number where applicable |
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Terms – days from either invoice or statement. Used for reports |
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I-Commerce Enabled – allows customers access to the database. Used by external developers. Login name and password are maintained in the contacts details |
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3. |
Debtor Credit Details
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Hold - to prohibit the creation of new sales orders for the debtor. This can be automatically set for aged accounts at End of Period processing, or the status can be manually checked/unchecked in the debtor record |
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Credit Limit - line of credit allowed to the client. The system applies checks as sales orders are being entered. If the credit limit is being exceeded on the order, a message appears - “ Credit limit is exceeded - do you want proceed?” |
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4. |
Debtor Director/ Partner
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Directors/Partner - name, address and position of directors of the company or partners of the business |
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5. |
Debtor Notes
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Notes - of contracts and agreements signed with the customer |
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6. |
Save debtor record |
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