Overriding Terms Credit Controls

Use this function to override credit parameters set in customer maintenance. The parameters on this screen include the first nine parameters on the customer Credit Control Parameters screen and allow you to override the original settings. Use this function, for example, when you want to override the customer's credit controls on an individual order or invoice, well in advance of when the order actually needs to ship.

To override terms credit controls:

From the Files menu, select Terms to display the Terms Maintenance screen.
Use the Credit Control hot key to display the Terms Credit Control Override screen.

The system displays an asterisk (*) in the Use Customer's Credit Control field.

Delete the asterisk (*) from this field.
Place an asterisk (*) in any of the remaining fields to flag them, which will override the original settings, regardless of the settings at the customer record level.

The following table gives a brief description of each of the fields on this screen. For more information on the Credit Control Parameters screen, see Authorizing Customer Personnel to Place Orders.

An asterisk in this field...	Indicates that...
Always COD	a customer's credit is always to be COD, and prints COD on the customer's shipping ticket.
COD when credit limit exceeded	a customer's credit is COD when they've exceeded their credit limit. This parameter is overridden when the Always COD field is flagged.
Print "Approval Required" message on all shipping tickets	the "credit approval required" message prints on all shipping tickets for this customer.
Print "Approval Required" message when credit limit exceeded	the "credit approval required" message prints on all shipping tickets for this customer when they've exceeded their credit limit. This parameter is overridden when the Print "Approval Required" message on all shipping tickets field is flagged.
No Order Entry	no orders are to be accepted for this customer.
No Order Entry when credit limit exceeded, unless authorized	no orders are to be accepted for this customer when they've exceeded their credit limit.
No Order Entry, regardless of credit limit, unless authorized	no orders will be accepted for this customer, unless overridden by authorized personnel.
No printing of shipping ticket when credit limit exceeded, unless auth	an order can be entered, even when a customer exceeds their credit limit, but that no shipping ticket is to print unless overridden by authorized personnel.
No printing of shipping ticket, regard of credit limit, unless auth	no shipping ticket prints for this customer, regardless of their credit limit status, unless overridden by authorized personnel.
Disable Credit Control	all other controls on this screen are removed and any customer with that terms code has unlimited, unrestricted credit.

When you are finished flagging fields, press Esc to save the information and return to the Terms Maintenance screen.