Authorizing Customer Personnel to Place Orders

To ensure that only the customer's authorized personnel place orders, assign a name to a credit parameter and list the maximum dollar amount available to that individual.

To authorize customer personnel to place sales orders:

From the Files menu, select Customer to display the Customer Maintenance screen.
In the Customer/New field, enter a customer name to display the customer record.
Use the Credit hot key to display the Credit Control Parameters screen.
Enter an asterisk (*) in the Only customer's authorized personnel may place orders option.
Use the Authorized Personnel hot key to display the Customer Authorization Maintenance screen.

In the Authorized Personnel column, enter one or more names of the employees that you have authorized to make purchases..
In the Amount column for each purchaser, list the maximum dollar amount they may order.

If the dollar amount is left blank, the system checks only the customer's overall credit limit.

To delete a name from the list, select it and press Alt-Delete.